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 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	+$539K	0.02%	347

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

Merit Financial Group's CMF Position: Q2 2026 in Review

Merit Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 0% in Q2 2026, buying an estimated $115 and bringing the position to 41,778 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #677.

Merit Financial Group first reported a position in CMF in Q2 2022 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Merit Financial Group held 41,778 shares of iShares California Muni Bond ETF worth $2.41M as of Q2 2026.
Merit Financial Group bought 2 iShares California Muni Bond ETF shares in Q2 2026, an estimated $115.
iShares California Muni Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #677 holding.
Merit Financial Group first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 8 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.