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Farther Finance Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Farther Finance Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4M Buy
128,340
+311
+0.2% +$17.8K 0.06% 289
2026
Q1 		$7.28M Sell
128,029
-3,572
-3% -$206K 0.07% 258
2025
Q4 		$7.56M Buy
131,601
+112,846
+602% +$6.48M 0.08% 222
2025
Q3 		$1.07M Buy
18,755
+5,903
+46% +$330K 0.02% 690
2025
Q2 		$716K Sell
12,852
-3,036
-19% -$169K 0.01% 739
2025
Q1 		$894K Buy
15,888
+13,100
+470% +$745K 0.02% 556
2024
Q4 		$160K Buy
2,788
+155
+6% +$8.91K 0.01% 1093
2024
Q3 		$153K Sell
2,633
-1,851
-41% -$107K 0.01% 1110
2024
Q2 		$254K Buy
4,484
+3,664
+447% +$208K 0.01% 735
2024
Q1 		$46.9K Buy
+820
New +$47.3K ﹤0.01% 1213

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Farther Finance Advisors's CMF Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.24% in Q2 2026, buying an estimated $17.8K and bringing the position to 128,340 shares worth $7.4M. The position accounts for 0.06% of the portfolio, ranked #289.

Farther Finance Advisors first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.56M in Q4 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Farther Finance Advisors held 128,340 shares of iShares California Muni Bond ETF worth $7.4M as of Q2 2026.
  • Farther Finance Advisors bought 311 iShares California Muni Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares California Muni Bond ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #289 holding.
  • Farther Finance Advisors first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's iShares California Muni Bond ETF position peaked at $7.56M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.