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
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 $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner's CMF Position: Q1 2026 in Review

Mariner increased its iShares California Muni Bond ETF (CMF) stake by 1.4% in Q1 2026, buying an estimated $730K and bringing the position to 918,584 shares worth $52.2M. The position accounts for 0.06% of the portfolio, ranked #252.

Mariner first reported a position in CMF in Q4 2016 and has held it in 24 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Mariner held 918,584 shares of iShares California Muni Bond ETF worth $52.2M as of Q1 2026.
  • Mariner bought 12,660 iShares California Muni Bond ETF shares in Q1 2026, an estimated $730K.
  • iShares California Muni Bond ETF made up 0.06% of Mariner's portfolio in Q1 2026, its #252 holding.
  • Mariner first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 24 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.