Meridian Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Meridian Wealth Management’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	$451K	Hold	7,820	–	–	0.01%	569
2026 Q1	$445K	Hold	7,820	–	–	0.02%	544
2025 Q4	$449K	Hold	7,820	–	–	0.02%	522
2025 Q3	$446K	Buy	7,820 +900	+13%	+$50.4K	0.02%	501
2025 Q2	$386K	Buy	6,920 +825	+14%	+$45.8K	0.02%	510
2025 Q1	$343K	Buy	6,095 +1,765	+41%	+$100K	0.02%	494
2024 Q4	$248K	Buy	+4,330	New	+$249K	0.01%	559

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Meridian Wealth Management's CMF Position: Q2 2026 in Review

Meridian Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 7,820 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #569.

Meridian Wealth Management first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Meridian Wealth Management held 7,820 shares of iShares California Muni Bond ETF worth $451K as of Q2 2026.
Meridian Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #569 holding.
Meridian Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.