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

Mission 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
Q1 		$3.95M Sell
69,471
-4,953
-7% -$286K 0.08% 134
2025
Q4 		$4.28M Sell
74,424
-4,669
-6% -$268K 0.09% 127
2025
Q3 		$4.51M Sell
79,093
-1,300
-2% -$72.7K 0.09% 129
2025
Q2 		$4.48M Sell
80,393
-18,716
-19% -$1.04M 0.1% 128
2025
Q1 		$5.58M Sell
99,109
-6,151
-6% -$350K 0.14% 96
2024
Q4 		$6.03M Sell
105,260
-4,558
-4% -$262K 0.14% 86
2024
Q3 		$6.38M Sell
109,818
-338
-0.3% -$19.5K 0.15% 80
2024
Q2 		$6.27M Sell
110,156
-2,729
-2% -$155K 0.17% 79
2024
Q1 		$6.5M Sell
112,885
-755
-0.7% -$43.6K 0.17% 91
2023
Q4 		$6.58M Sell
113,640
-24,470
-18% -$1.37M 0.21% 66
2023
Q3 		$7.57M Buy
138,110
+5,113
+4% +$288K 0.28% 51
2023
Q2 		$7.57M Sell
132,997
-2,710
-2% -$154K 0.29% 51
2023
Q1 		$7.79M Sell
135,707
-1,109
-0.8% -$63.1K 0.33% 47
2022
Q4 		$7.68M Sell
136,816
-92,353
-40% -$5.13M 0.37% 42
2022
Q3 		$12.4M Sell
229,169
-4,602
-2% -$261K 0.66% 27
2022
Q2 		$13.2M Sell
233,771
-709,615
-75% -$40.1M 0.69% 26
2022
Q1 		$54.9M Buy
943,386
+64,481
+7% +$3.88M 2.54% 9
2021
Q4 		$54.8M Buy
878,905
+110,369
+14% +$6.86M 2.47% 11
2021
Q3 		$47.7M Sell
768,536
-53,609
-7% -$3.36M 2.43% 11
2021
Q2 		$51.5M Sell
822,145
-14,692
-2% -$919K 2.73% 10
2021
Q1 		$52M Sell
836,837
-12,141
-1% -$759K 3.02% 9
2020
Q4 		$53.3M Sell
848,978
-22,403
-3% -$1.4M 3.34% 9
2020
Q3 		$54.4M Buy
871,381
+13,543
+2% +$848K 4.07% 8
2020
Q2 		$53.3M Sell
857,838
-71,171
-8% -$4.36M 4.6% 6
2020
Q1 		$56.2M Buy
929,009
+28,067
+3% +$1.72M 6.21% 3
2019
Q4 		$55.2M Sell
900,942
-5,838
-0.6% -$357K 5.3% 3
2019
Q3 		$55.6M Sell
906,780
-20,226
-2% -$1.24M 5.94% 3
2019
Q2 		$56.2M Sell
927,006
-96,598
-9% -$5.8M 6.3% 2
2019
Q1 		$61M Sell
1,023,604
-115,338
-10% -$6.77M 7.08% 1
2018
Q4 		$66.6M Buy
1,138,942
+679,182
+148% +$39.1M 8.68% 1
2018
Q3 		$26.7M Sell
459,760
-38,559
-8% -$2.25M 3.51% 9
2018
Q2 		$29.2M Sell
498,319
-110,352
-18% -$6.43M 4.31% 7
2018
Q1 		$35.5M Buy
608,671
+6,958
+1% +$407K 5.73% 4
2017
Q4 		$35.6M Sell
601,713
-2,835
-0.5% -$168K 6.1% 3
2017
Q3 		$35.8M Sell
604,548
-2,064
-0.3% -$122K 6.57% 3
2017
Q2 		$35.7M Sell
606,612
-13,768
-2% -$808K 6.78% 3
2017
Q1 		$36.1M Sell
620,380
-169,058
-21% -$9.77M 7.02% 3
2016
Q4 		$45.6M Buy
789,438
+771,850
+4,389% +$45.1M 9.07% 2
2016
Q3 		$1.06M Buy
17,588
+8,234
+88% +$499K 0.26% 48
2016
Q2 		$571K Buy
9,354
+2,534
+37% +$153K 0.15% 70
2016
Q1 		$407K Buy
6,820
+622
+10% +$37K 0.11% 90
2015
Q4 		$366K Sell
6,198
-142
-2% -$8.34K 0.1% 87
2015
Q3 		$372K Buy
+6,340
New +$369K 0.11% 83

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

Mission Wealth Management's CMF Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares California Muni Bond ETF (CMF) stake by 6.7% in Q1 2026, selling an estimated $286K and leaving 69,471 shares worth $3.95M. The position accounts for 0.08% of the portfolio, ranked #134.

Mission Wealth Management first reported a position in CMF in Q3 2015 and has held it in 43 quarters since. The position peaked at $66.6M in Q4 2018. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Mission Wealth Management held 69,471 shares of iShares California Muni Bond ETF worth $3.95M as of Q1 2026.
  • Mission Wealth Management sold 4,953 iShares California Muni Bond ETF shares in Q1 2026, an estimated $286K.
  • iShares California Muni Bond ETF made up 0.08% of Mission Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Mission Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's iShares California Muni Bond ETF position peaked at $66.6M in Q4 2018.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.