HWMC
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Heritage Wealth Management (California)’s iShares California Muni Bond ETF CMF Stock Holding History

Heritage Wealth Management (California)’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 		$3.04M Buy
53,378
+4,391
+9% +$253K 1.69% 16
2025
Q4 		$2.81M Buy
48,987
+2,146
+5% +$123K 1.82% 15
2025
Q3 		$2.67M Sell
46,841
-172
-0.4% -$9.62K 1.82% 14
2025
Q2 		$2.62M Sell
47,013
-1,705
-3% -$94.7K 1.99% 13
2025
Q1 		$2.74M Buy
48,718
+907
+2% +$51.5K 2.34% 11
2024
Q4 		$2.74M Sell
47,811
-1,575
-3% -$90.6K 2.34% 11
2024
Q3 		$2.87M Sell
49,386
-1,746
-3% -$101K 2.59% 11
2024
Q2 		$2.91M Sell
51,132
-1,081
-2% -$61.5K 2.81% 11
2024
Q1 		$3M Buy
52,213
+5,550
+12% +$320K 2.98% 11
2023
Q4 		$2.7M Buy
+46,663
New +$2.6M 2.91% 11

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 $376B AUM 19.32% 1-Year Est. Return