HSBC Holdings
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HSBC Holdings’s iShares California Muni Bond ETF CMF Stock Holding History

HSBC Holdings’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 		$1.21M Sell
21,228
-1,385
-6% -$79.9K ﹤0.01% 1766
2025
Q4 		$1.3M Buy
22,613
+13,049
+136% +$749K ﹤0.01% 1795
2025
Q3 		$546K Sell
9,564
-12,335
-56% -$690K ﹤0.01% 2060
2025
Q2 		$1.22M Sell
21,899
-3,030
-12% -$168K ﹤0.01% 1709
2025
Q1 		$1.4M Buy
24,929
+266
+1% +$15.1K ﹤0.01% 1602
2024
Q4 		$1.41M Buy
24,663
+716
+3% +$41.2K ﹤0.01% 1641
2024
Q3 		$1.39M Sell
23,947
-19,162
-44% -$1.1M ﹤0.01% 1560
2024
Q2 		$2.45M Buy
43,109
+10,477
+32% +$596K ﹤0.01% 1319
2024
Q1 		$1.88M Sell
32,632
-4,385
-12% -$253K ﹤0.01% 1508
2023
Q4 		$2.14M Buy
37,017
+1,022
+3% +$57K ﹤0.01% 1467
2023
Q3 		$1.97M Sell
35,995
-768
-2% -$43.2K ﹤0.01% 1456
2023
Q2 		$2.09M Buy
36,763
+22,506
+158% +$1.28M ﹤0.01% 1421
2023
Q1 		$819K Buy
14,257
+1,223
+9% +$69.6K ﹤0.01% 1858
2022
Q4 		$731K Buy
+13,034
New +$723K ﹤0.01% 2123

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 $377B AUM 19.32% 1-Year Est. Return

HSBC Holdings's CMF Position: Q1 2026 in Review

HSBC Holdings reduced its iShares California Muni Bond ETF (CMF) stake by 6.1% in Q1 2026, selling an estimated $79.9K and leaving 21,228 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

HSBC Holdings first reported a position in CMF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • HSBC Holdings held 21,228 shares of iShares California Muni Bond ETF worth $1.21M as of Q1 2026.
  • HSBC Holdings sold 1,385 iShares California Muni Bond ETF shares in Q1 2026, an estimated $79.9K.
  • iShares California Muni Bond ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1766 holding.
  • HSBC Holdings first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • HSBC Holdings's iShares California Muni Bond ETF position peaked at $2.45M in Q2 2024.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.