Integrated Advisors Network’s iShares California Muni Bond ETF CMF Stock Holding History

Integrated Advisors Network’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	$745K	Sell	12,930 -61,529	-83%	-$3.52M	0.03%	390
2026 Q1	$4.23M	Buy	+74,459	New	+$4.3M	0.22%	117
2021 Q1	–	Sell	-7,081	Closed	-$445K	–	549
2020 Q4	$445K	Buy	7,081 +584	+9%	+$36.5K	0.05%	301
2020 Q3	$405K	Buy	+6,497	New	+$407K	0.05%	290

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

Integrated Advisors Network's CMF Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares California Muni Bond ETF (CMF) stake by 83% in Q2 2026, selling an estimated $3.52M and leaving 12,930 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #390.

Integrated Advisors Network first reported a position in CMF in Q3 2020 and has held it in 4 quarters since. The position peaked at $4.23M in Q1 2026. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Integrated Advisors Network held 12,930 shares of iShares California Muni Bond ETF worth $745K as of Q2 2026.
Integrated Advisors Network sold 61,529 iShares California Muni Bond ETF shares in Q2 2026, an estimated $3.52M.
iShares California Muni Bond ETF made up 0.03% of Integrated Advisors Network's portfolio in Q2 2026, its #390 holding.
Integrated Advisors Network first reported a position in iShares California Muni Bond ETF in Q3 2020 and has held it in 4 quarters since.
Integrated Advisors Network's iShares California Muni Bond ETF position peaked at $4.23M in Q1 2026.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.