Merit Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Merit 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 Q3	$3.89M	Buy	71,901 +30,123	+72%	+$1.69M	0.02%	531
2026 Q2	$2.41M	Buy	41,778 +2	+0%	+$115	0.01%	677
2026 Q1	$2.38M	Buy	41,776 +1,030	+3%	+$59.4K	0.02%	603
2025 Q4	$2.34M	Buy	40,746 +1,301	+3%	+$74.7K	0.02%	582
2025 Q3	$2.25M	Buy	39,445 +2	+0%	+$112	0.02%	535
2025 Q2	$2.2M	Buy	+39,443	New	+$2.19M	0.02%	489
2023 Q1	–	Sell	-8,390	Closed	-$471K	–	654
2022 Q4	$471K	Hold	8,390	–	–	0.02%	435
2022 Q3	$455K	Sell	8,390 -1,144	-12%	-$64.8K	0.02%	371
2022 Q2	$538K	Buy	+9,534	New	+$538K	0.02%	347

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

TIAA Wealth Investment Management New York $16.6B AUM

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Merit Financial Group's CMF Position: Q3 2026 in Review

Merit Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 72% in Q3 2026, buying an estimated $1.69M and bringing the position to 71,901 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #531.

Merit Financial Group first reported a position in CMF in Q2 2022 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Merit Financial Group held 71,901 shares of iShares California Muni Bond ETF worth $3.89M as of Q3 2026.
Merit Financial Group bought 30,123 iShares California Muni Bond ETF shares in Q3 2026, an estimated $1.69M.
iShares California Muni Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #531 holding.
Merit Financial Group first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 9 quarters since.
274 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.