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Founders Financial Alliance’s iShares California Muni Bond ETF CMF Stock Holding History

Founders Financial Alliance’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 		$60.2K Buy
1,044
+7
+0.7% +$401 0.01% 542
2026
Q1 		$59K Buy
+1,037
New +$59.8K 0.01% 499
2025
Q4 		– Sell
-1,022
Closed -$58.3K – 625
2025
Q3 		$58.3K Buy
+1,022
New +$57.2K 0.01% 485
2025
Q2 		– Sell
-1,006
Closed -$56.6K – 554
2025
Q1 		$56.6K Buy
1,006
+5
+0.5% +$284 0.01% 432
2024
Q4 		$57.4K Buy
1,001
+9
+0.9% +$518 0.02% 372
2024
Q3 		$57.6K Hold
992
– – 0.02% 381
2024
Q2 		$56.4K Hold
992
– – 0.02% 366
2024
Q1 		$57.1K Hold
992
– – 0.02% 370
2023
Q4 		$57.5K Hold
992
– – 0.02% 330
2023
Q3 		$54.4K Hold
992
– – 0.02% 314
2023
Q2 		$56.5K Hold
992
– – 0.02% 335
2023
Q1 		$56.9K Hold
992
– – 0.03% 293
2022
Q4 		$55.7K Hold
992
– – 0.03% 312
2022
Q3 		$54K Hold
992
– – 0.03% 308
2022
Q2 		$56K Hold
992
– – 0.03% 321
2022
Q1 		$58K Hold
992
– – 0.03% 311
2021
Q4 		$62K Hold
992
– – 0.02% 341
2021
Q3 		$62K Hold
992
– – 0.03% 312
2021
Q2 		$62K Hold
992
– – 0.03% 329
2021
Q1 		$62K Hold
992
– – 0.03% 314
2020
Q4 		$62K Hold
992
– – 0.04% 279
2020
Q3 		$62K Buy
+992
New +$62.1K 0.04% 336

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

Founders Financial Alliance's CMF Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares California Muni Bond ETF (CMF) stake by 0.68% in Q2 2026, buying an estimated $401 and bringing the position to 1,044 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #542.

Founders Financial Alliance first reported a position in CMF in Q3 2020 and has held it in 22 quarters since. The position peaked at $62K in Q4 2021. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Founders Financial Alliance held 1,044 shares of iShares California Muni Bond ETF worth $60.2K as of Q2 2026.
  • Founders Financial Alliance bought 7 iShares California Muni Bond ETF shares in Q2 2026, an estimated $401.
  • iShares California Muni Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #542 holding.
  • Founders Financial Alliance first reported a position in iShares California Muni Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Founders Financial Alliance's iShares California Muni Bond ETF position peaked at $62K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.