Mariner
CMF icon

Mariner’s iShares California Muni Bond ETF CMF Stock Holding History

Mariner’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 		$53.7M Buy
931,425
+12,841
+1% +$735K 0.06% 265
2026
Q1 		$52.2M Buy
918,584
+12,660
+1% +$730K 0.06% 252
2025
Q4 		$52.1M Buy
905,924
+29,250
+3% +$1.68M 0.06% 247
2025
Q3 		$50M Buy
876,674
+49,965
+6% +$2.8M 0.06% 249
2025
Q2 		$46.1M Sell
826,709
-22,685
-3% -$1.26M 0.07% 256
2025
Q1 		$47.8M Sell
849,394
-32,037
-4% -$1.82M 0.08% 228
2024
Q4 		$50.5M Buy
881,431
+82,766
+10% +$4.76M 0.08% 205
2024
Q3 		$46.4M Sell
798,665
-26,592
-3% -$1.53M 0.08% 216
2024
Q2 		$46.9M Buy
825,257
+65,828
+9% +$3.75M 0.09% 202
2024
Q1 		$43.7M Buy
759,429
+31,945
+4% +$1.84M 0.09% 210
2023
Q4 		$42.2M Sell
727,484
-5,283
-0.7% -$295K 0.1% 193
2023
Q3 		$40.2M Buy
732,767
+31,969
+5% +$1.8M 0.11% 181
2023
Q2 		$39.9M Buy
700,798
+14,553
+2% +$829K 0.11% 184
2023
Q1 		$39.4M Buy
686,245
+24,009
+4% +$1.37M 0.11% 186
2022
Q4 		$37.2M Buy
662,236
+39,452
+6% +$2.19M 0.12% 183
2022
Q3 		$33.8M Buy
622,784
+38,671
+7% +$2.19M 0.14% 163
2022
Q2 		$33M Buy
584,113
+454,792
+352% +$25.7M 0.14% 167
2022
Q1 		$7.52M Sell
129,321
-43,021
-25% -$2.59M 0.03% 400
2021
Q4 		$10.7M Buy
172,342
+4,361
+3% +$271K 0.05% 293
2021
Q3 		$10.4M Buy
167,981
+147,532
+721% +$9.25M 0.05% 273
2021
Q2 		$1.28M Buy
+20,449
New +$1.28M 0.01% 606
2019
Q3 		– Sell
-8,212
Closed -$498K – 749
2019
Q2 		$498K Buy
+8,212
New +$493K 0.01% 728
2018
Q1 		– Sell
-31,874
Closed -$1.89M – 668
2017
Q4 		$1.89M Buy
+31,874
New +$1.89M 0.07% 212
2017
Q2 		– Sell
-3,740
Closed -$218K – 518
2017
Q1 		$218K Sell
3,740
-1,476
-28% -$85.3K 0.01% 527
2016
Q4 		$301K Buy
+5,216
New +$305K 0.01% 444

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

Mariner's CMF Position: Q2 2026 in Review

Mariner increased its iShares California Muni Bond ETF (CMF) stake by 1.4% in Q2 2026, buying an estimated $735K and bringing the position to 931,425 shares worth $53.7M. The position accounts for 0.06% of the portfolio, ranked #265.

Mariner first reported a position in CMF in Q4 2016 and has held it in 25 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Mariner held 931,425 shares of iShares California Muni Bond ETF worth $53.7M as of Q2 2026.
  • Mariner bought 12,841 iShares California Muni Bond ETF shares in Q2 2026, an estimated $735K.
  • iShares California Muni Bond ETF made up 0.06% of Mariner's portfolio in Q2 2026, its #265 holding.
  • Mariner first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.