Invera Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Invera Wealth Advisors’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	$448K	Sell	7,768 -136	-2%	-$7.79K	0.24%	84
2026 Q1	$449K	Buy	7,904 +122	+2%	+$7.04K	0.29%	73
2025 Q4	$447K	Sell	7,782 -4,680	-38%	-$269K	0.28%	69
2025 Q3	$711K	Sell	12,462 -176	-1%	-$9.85K	0.44%	64
2025 Q2	$704K	Sell	12,638 -145	-1%	-$8.05K	0.46%	65
2025 Q1	$719K	Buy	+12,783	New	+$727K	0.46%	70
2024 Q1	–	Sell	-21,366	Closed	-$1.24M	–	64
2023 Q4	$1.24M	Buy	+21,366	New	+$1.19M	0.77%	41

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

Invera Wealth Advisors's CMF Position: Q2 2026 in Review

Invera Wealth Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 1.7% in Q2 2026, selling an estimated $7.79K and leaving 7,768 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #84.

Invera Wealth Advisors first reported a position in CMF in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2023. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Invera Wealth Advisors held 7,768 shares of iShares California Muni Bond ETF worth $448K as of Q2 2026.
Invera Wealth Advisors sold 136 iShares California Muni Bond ETF shares in Q2 2026, an estimated $7.79K.
iShares California Muni Bond ETF made up 0.24% of Invera Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Invera Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's iShares California Muni Bond ETF position peaked at $1.24M in Q4 2023.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.