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Larson Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Larson Financial Group’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 		$96.3K Hold
1,671
– – ﹤0.01% 1209
2026
Q1 		$95K Hold
1,671
– – ﹤0.01% 1020
2025
Q4 		$96K Hold
1,671
– – ﹤0.01% 948
2025
Q3 		$95.3K Hold
1,671
– – ﹤0.01% 924
2025
Q2 		$93.1K Buy
1,671
+171
+11% +$9.49K ﹤0.01% 866
2025
Q1 		$84.4K Hold
1,500
– – ﹤0.01% 841
2024
Q4 		$85.9K Hold
1,500
– – ﹤0.01% 760
2024
Q3 		$87.2K Buy
1,500
+750
+100% +$43.2K ﹤0.01% 762
2024
Q2 		$42.7K Buy
+750
New +$42.7K ﹤0.01% 850

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Larson Financial Group's CMF Position: Q2 2026 in Review

Larson Financial Group held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 1,671 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Larson Financial Group 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.

  • Larson Financial Group held 1,671 shares of iShares California Muni Bond ETF worth $96.3K as of Q2 2026.
  • Larson Financial Group left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1209 holding.
  • Larson Financial Group 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.