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 Q2	$3.6M	Buy	62,383 +9,005	+17%	+$516K	1.37%	14
2026 Q1	$3.04M	Buy	53,378 +4,391	+9%	+$253K	1.67%	16
2025 Q4	$2.81M	Buy	48,987 +2,146	+5%	+$123K	1.79%	15
2025 Q3	$2.67M	Sell	46,841 -172	-0.4%	-$9.62K	1.79%	14
2025 Q2	$2.62M	Sell	47,013 -1,705	-3%	-$94.7K	1.75%	13
2025 Q1	$2.74M	Buy	48,718 +907	+2%	+$51.5K	2.06%	11
2024 Q4	$2.74M	Sell	47,811 -1,575	-3%	-$90.6K	1.97%	11
2024 Q3	$2.87M	Sell	49,386 -1,746	-3%	-$101K	2.03%	11
2024 Q2	$2.91M	Sell	51,132 -1,081	-2%	-$61.5K	2.13%	11
2024 Q1	$3M	Buy	52,213 +5,550	+12%	+$320K	2.27%	11
2023 Q4	$2.7M	Buy	+46,663	New	+$2.6M	2.16%	11

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

Heritage Wealth Management (California)'s CMF Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its iShares California Muni Bond ETF (CMF) stake by 17% in Q2 2026, buying an estimated $516K and bringing the position to 62,383 shares worth $3.6M. The position accounts for 1.37% of the portfolio, ranked #14.

Heritage Wealth Management (California) first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Heritage Wealth Management (California) held 62,383 shares of iShares California Muni Bond ETF worth $3.6M as of Q2 2026.
Heritage Wealth Management (California) bought 9,005 iShares California Muni Bond ETF shares in Q2 2026, an estimated $516K.
iShares California Muni Bond ETF made up 1.37% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #14 holding.
Heritage Wealth Management (California) first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.