Jones Financial Companies’s iShares California Muni Bond ETF CMF Stock Holding History

Jones Financial Companies’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	$10.7M	Buy	185,277 +22,516	+14%	+$1.29M	﹤0.01%	902
2026 Q1	$9.21M	Buy	162,761 +39,481	+32%	+$2.28M	﹤0.01%	853
2025 Q4	$7.08M	Buy	123,280 +35,515	+40%	+$2.04M	﹤0.01%	538
2025 Q3	$4.99M	Buy	87,765 +23,683	+37%	+$1.32M	﹤0.01%	570
2025 Q2	$3.57M	Buy	64,082 +32,585	+103%	+$1.81M	﹤0.01%	588
2025 Q1	$1.77M	Buy	31,497 +13,345	+74%	+$758K	﹤0.01%	691
2024 Q4	$1.04M	Buy	18,152 +4,845	+36%	+$279K	﹤0.01%	730
2024 Q3	$774K	Buy	13,307 +10,624	+396%	+$612K	﹤0.01%	679
2024 Q2	$153K	Buy	+2,683	New	+$153K	﹤0.01%	912

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 $4.94B AUM 25.15% 1-Year Est. Return

Jones Financial Companies's CMF Position: Q2 2026 in Review

Jones Financial Companies increased its iShares California Muni Bond ETF (CMF) stake by 14% in Q2 2026, buying an estimated $1.29M and bringing the position to 185,277 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Jones Financial Companies first reported a position in CMF in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Jones Financial Companies held 185,277 shares of iShares California Muni Bond ETF worth $10.7M as of Q2 2026.
Jones Financial Companies bought 22,516 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares California Muni Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #902 holding.
Jones Financial Companies first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.