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Financial Connections Group’s iShares California Muni Bond ETF CMF Stock Holding History

Financial Connections Group’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
Q1 		$8.75M Sell
153,857
-3,495
-2% -$202K 3.04% 11
2025
Q4 		$9.04M Sell
157,352
-1,427
-0.9% -$81.9K 3.11% 9
2025
Q3 		$9.06M Sell
158,779
-7,663
-5% -$429K 3.53% 8
2025
Q2 		$9.28M Sell
166,442
-25,266
-13% -$1.4M 3.83% 8
2025
Q1 		$10.8M Sell
191,708
-38,052
-17% -$2.16M 4.84% 7
2024
Q4 		$13.2M Sell
229,760
-7,345
-3% -$422K 6.32% 5
2024
Q3 		$13.8M Sell
237,105
-9,039
-4% -$521K 6.77% 4
2024
Q2 		$14M Buy
+246,144
New +$14M 7.26% 4
2024
Q1 		– Sell
-267,515
Closed -$15.5M – 179
2023
Q4 		$15.5M Buy
+267,515
New +$14.9M 10.04% 2
2023
Q3 		– Sell
-186,264
Closed -$10.6M – 140
2023
Q2 		$10.6M Buy
186,264
+13,779
+8% +$785K 6.96% 2
2023
Q1 		$9.9M Sell
172,485
-1,960
-1% -$112K 7.03% 2
2022
Q4 		$9.79M Sell
174,445
-15,328
-8% -$851K 7.72% 2
2022
Q3 		$10.3M Buy
189,773
+125,792
+197% +$7.12M 8.68% 2
2022
Q2 		$3.61M Buy
63,981
+50,290
+367% +$2.84M 3.18% 10
2022
Q1 		$796K Buy
13,691
+2,373
+21% +$143K 0.8% 29
2021
Q4 		$705K Buy
+11,318
New +$703K 0.69% 27

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Connections Group's CMF Position: Q1 2026 in Review

Financial Connections Group reduced its iShares California Muni Bond ETF (CMF) stake by 2.2% in Q1 2026, selling an estimated $202K and leaving 153,857 shares worth $8.75M. The position accounts for 3.04% of the portfolio, ranked #11.

Financial Connections Group first reported a position in CMF in Q4 2021 and has held it in 16 quarters since. The position peaked at $15.5M in Q4 2023. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Financial Connections Group held 153,857 shares of iShares California Muni Bond ETF worth $8.75M as of Q1 2026.
  • Financial Connections Group sold 3,495 iShares California Muni Bond ETF shares in Q1 2026, an estimated $202K.
  • iShares California Muni Bond ETF made up 3.04% of Financial Connections Group's portfolio in Q1 2026, its #11 holding.
  • Financial Connections Group first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's iShares California Muni Bond ETF position peaked at $15.5M in Q4 2023.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.