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Legacy Wealth Management (Idaho)’s iShares California Muni Bond ETF CMF Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,793
Closed -$102K – 328
2026
Q1 		$102K Buy
1,793
+191
+12% +$11K 0.05% 177
2025
Q4 		$92.1K Buy
+1,602
New +$92K 0.04% 157

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

Legacy Wealth Management (Idaho)'s CMF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 1,793 shares — an estimated $102K sold.

Legacy Wealth Management (Idaho) first reported a position in CMF in Q4 2025 and held it in 2 quarters. The position peaked at $102K in Q1 2026. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,793 iShares California Muni Bond ETF shares in Q2 2026, an estimated $102K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares California Muni Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares California Muni Bond ETF position peaked at $102K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.