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Integrated Wealth Concepts’s iShares California Muni Bond ETF CMF Stock Holding History

Integrated Wealth Concepts’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 		$2.32M Buy
40,754
+22,443
+123% +$1.29M 0.02% 706
2025
Q4 		$1.05M Sell
18,311
-14,901
-45% -$855K 0.01% 751
2025
Q3 		$1.89M Sell
33,212
-1,037
-3% -$58K 0.02% 695
2025
Q2 		$1.91M Sell
34,249
-2,749
-7% -$153K 0.02% 632
2025
Q1 		$2.08M Sell
36,998
-9,966
-21% -$566K 0.02% 567
2024
Q4 		$2.69M Buy
46,964
+28,825
+159% +$1.66M 0.03% 467
2024
Q3 		$1.05M Buy
18,139
+6,495
+56% +$374K 0.01% 781
2024
Q2 		$662K Buy
11,644
+4,393
+61% +$250K 0.01% 932
2024
Q1 		$417K Buy
7,251
+1,997
+38% +$115K 0.01% 1135
2023
Q4 		$304K Buy
5,254
+1,184
+29% +$66.1K 0.01% 1262
2023
Q3 		$223K Buy
+4,070
New +$229K ﹤0.01% 1367
2022
Q3 		– Sell
-4,273
Closed -$241K – 960
2022
Q2 		$241K Buy
4,273
+608
+17% +$34.3K 0.01% 821
2022
Q1 		$213K Sell
3,665
-1,505
-29% -$90.6K 0.01% 856
2021
Q4 		$322K Sell
5,170
-3,920
-43% -$244K 0.01% 741
2021
Q3 		$564K Sell
9,090
-300
-3% -$18.8K 0.02% 550
2021
Q2 		$588K Buy
9,390
+1,900
+25% +$119K 0.02% 501
2021
Q1 		$465K Buy
7,490
+336
+5% +$21K 0.02% 487
2020
Q4 		$449K Hold
7,154
– – 0.02% 436
2020
Q3 		$446K Sell
7,154
-250
-3% -$15.6K 0.03% 370
2020
Q2 		$460K Buy
7,404
+650
+10% +$39.8K 0.03% 308
2020
Q1 		$409K Sell
6,754
-1,815
-21% -$111K 0.04% 258
2019
Q4 		$525K Buy
8,569
+1,475
+21% +$90.2K 0.04% 259
2019
Q3 		$435K Buy
+7,094
New +$434K 0.05% 232

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

Integrated Wealth Concepts's CMF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares California Muni Bond ETF (CMF) stake by 123% in Q1 2026, buying an estimated $1.29M and bringing the position to 40,754 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #706.

Integrated Wealth Concepts first reported a position in CMF in Q3 2019 and has held it in 23 quarters since. The position peaked at $2.69M in Q4 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Integrated Wealth Concepts held 40,754 shares of iShares California Muni Bond ETF worth $2.32M as of Q1 2026.
  • Integrated Wealth Concepts bought 22,443 iShares California Muni Bond ETF shares in Q1 2026, an estimated $1.29M.
  • iShares California Muni Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #706 holding.
  • Integrated Wealth Concepts first reported a position in iShares California Muni Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's iShares California Muni Bond ETF position peaked at $2.69M in Q4 2024.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.