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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's CMF Position: Q1 2026 in Review

Larson Financial Group held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 1,671 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Larson Financial Group first reported a position in CMF in Q2 2024 and has held it in 8 quarters since. The position peaked at $96K in Q4 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Larson Financial Group held 1,671 shares of iShares California Muni Bond ETF worth $95K as of Q1 2026.
Larson Financial Group left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1020 holding.
Larson Financial Group first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's iShares California Muni Bond ETF position peaked at $96K in Q4 2025.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.