Hennion & Walsh Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Hennion & Walsh Asset 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	$1.65M	Buy	28,542 +1,819	+7%	+$104K	0.05%	435
2026 Q1	$1.52M	Buy	26,723 +2,719	+11%	+$157K	0.05%	408
2025 Q4	$1.38M	Buy	24,004 +7,564	+46%	+$434K	0.05%	438
2025 Q3	$938K	Buy	16,440 +8,382	+104%	+$469K	0.03%	525
2025 Q2	$449K	Buy	8,058 +2,035	+34%	+$113K	0.02%	704
2025 Q1	$339K	Buy	6,023 +1,561	+35%	+$88.7K	0.02%	738
2024 Q4	$256K	Buy	+4,462	New	+$257K	0.01%	791

Other funds holding CMF

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return