Golden State Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Golden State Wealth Management’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	$1.03M	Buy	17,906 +16,151	+920%	+$925K	0.09%	181
2026 Q1	$99.8K	Sell	1,755 -4,608	-72%	-$266K	0.01%	523
2025 Q4	$366K	Hold	6,363	–	–	0.04%	296
2025 Q3	$363K	Buy	6,363 +1,044	+20%	+$58.4K	0.04%	291
2025 Q2	$296K	Sell	5,319 -1,555	-23%	-$86.3K	0.04%	304
2025 Q1	$387K	Sell	6,874 -374	-5%	-$21.3K	0.06%	246
2024 Q4	$415K	Buy	+7,248	New	+$417K	0.06%	222
2022 Q1	$493K	Buy	8,480 +4,940	+140%	+$297K	0.1%	176
2021 Q4	$221K	Buy	3,540 +118	+3%	+$7.33K	0.04%	340
2021 Q3	$212K	Buy	+3,422	New	+$214K	0.05%	285
2019 Q4	–	Sell	-827	Closed	-$51K	–	203
2019 Q3	$51K	Sell	827 -25,944	-97%	-$1.59M	0.02%	422
2019 Q2	$1.62M	Buy	26,771 +3,145	+13%	+$189K	0.51%	41
2019 Q1	$1.41M	Buy	+23,626	New	+$1.39M	0.47%	43

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Golden State Wealth Management's CMF Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 920% in Q2 2026, buying an estimated $925K and bringing the position to 17,906 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #181.

Golden State Wealth Management first reported a position in CMF in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.62M in Q2 2019. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Golden State Wealth Management held 17,906 shares of iShares California Muni Bond ETF worth $1.03M as of Q2 2026.
Golden State Wealth Management bought 16,151 iShares California Muni Bond ETF shares in Q2 2026, an estimated $925K.
iShares California Muni Bond ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #181 holding.
Golden State Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's iShares California Muni Bond ETF position peaked at $1.62M in Q2 2019.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.