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Journey Strategic Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Journey Strategic Wealth’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 		$2.51M Buy
44,231
+2,388
+6% +$138K 0.06% 86
2025
Q4 		$2.4M Buy
41,843
+2,625
+7% +$151K 0.06% 87
2025
Q3 		$2.24M Buy
39,218
+1,428
+4% +$79.9K 0.06% 87
2025
Q2 		$2.11M Buy
37,790
+20,284
+116% +$1.13M 0.07% 84
2025
Q1 		$985K Sell
17,506
-479
-3% -$27.2K 0.03% 137
2024
Q4 		$1.03M Sell
17,985
-201
-1% -$11.6K 0.04% 125
2024
Q3 		$1.06M Sell
18,186
-333
-2% -$19.2K 0.04% 121
2024
Q2 		$1.05M Buy
18,519
+1,586
+9% +$90.2K 0.04% 86
2024
Q1 		$974K Buy
16,933
+2,990
+21% +$173K 0.04% 79
2023
Q4 		$808K Sell
13,943
-21,357
-61% -$1.19M 0.04% 75
2023
Q3 		$1.94M Buy
35,300
+8,891
+34% +$500K 0.09% 37
2023
Q2 		$1.5M Sell
26,409
-1,191
-4% -$67.9K 0.07% 43
2023
Q1 		$1.58M Sell
27,600
-4,523
-14% -$257K 0.17% 39
2022
Q4 		$1.8M Buy
+32,123
New +$1.78M 0.21% 31

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Strategic Wealth's CMF Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares California Muni Bond ETF (CMF) stake by 5.7% in Q1 2026, buying an estimated $138K and bringing the position to 44,231 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #86.

Journey Strategic Wealth first reported a position in CMF in Q4 2022 and has held it in 14 quarters since. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Journey Strategic Wealth held 44,231 shares of iShares California Muni Bond ETF worth $2.51M as of Q1 2026.
  • Journey Strategic Wealth bought 2,388 iShares California Muni Bond ETF shares in Q1 2026, an estimated $138K.
  • iShares California Muni Bond ETF made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #86 holding.
  • Journey Strategic Wealth first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.