MML Investors Services
CMF icon

MML Investors Services’s iShares California Muni Bond ETF CMF Stock Holding History

MML Investors Services’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 		$6.96M Buy
120,754
+30,370
+34% +$1.74M 0.01% 808
2026
Q1 		$5.14M Sell
90,384
-13,007
-13% -$750K 0.01% 803
2025
Q4 		$5.94M Buy
103,391
+5,407
+6% +$310K 0.01% 778
2025
Q3 		$5.59M Buy
97,984
+13,029
+15% +$729K 0.01% 777
2025
Q2 		$4.74M Buy
84,955
+20,098
+31% +$1.12M 0.01% 812
2025
Q1 		$3.65M Sell
64,857
-10,138
-14% -$576K 0.01% 880
2024
Q4 		$4.3M Buy
74,995
+11,071
+17% +$637K 0.01% 773
2024
Q3 		$3.71M Buy
63,924
+10,111
+19% +$582K 0.01% 807
2024
Q2 		$3.06M Buy
53,813
+11,035
+26% +$628K 0.01% 846
2024
Q1 		$2.46M Buy
42,778
+5,877
+16% +$339K 0.01% 958
2023
Q4 		$2.14M Buy
36,901
+1,394
+4% +$77.8K 0.01% 968
2023
Q3 		$1.95M Buy
35,507
+11,794
+50% +$663K 0.01% 917
2023
Q2 		$1.35M Buy
23,713
+11,489
+94% +$655K 0.01% 1083
2023
Q1 		$702K Buy
12,224
+6,110
+100% +$348K 0.01% 1241
2022
Q4 		$343K Sell
6,114
-29,131
-83% -$1.62M ﹤0.01% 1689
2022
Q3 		$1.91M Buy
35,245
+1,440
+4% +$81.5K 0.01% 777
2022
Q2 		$1.91M Buy
33,805
+4,566
+16% +$258K 0.01% 768
2022
Q1 		$1.7M Sell
29,239
-6
-0% -$361 0.01% 863
2021
Q4 		$1.82M Buy
29,245
+24
+0.1% +$1.49K 0.01% 802
2021
Q3 		$1.81M Sell
29,221
-10,141
-26% -$636K 0.01% 764
2021
Q2 		$2.46M Sell
39,362
-6,738
-15% -$421K 0.02% 637
2021
Q1 		$2.86M Buy
46,100
+10,848
+31% +$678K 0.03% 528
2020
Q4 		$2.21M Buy
35,252
+323
+0.9% +$20.2K 0.02% 559
2020
Q3 		$2.18M Buy
34,929
+64
+0.2% +$4K 0.03% 491
2020
Q2 		$2.17M Buy
34,865
+35
+0.1% +$2.15K 0.03% 472
2020
Q1 		$2.11M Sell
34,830
-1,028
-3% -$62.9K 0.04% 408
2019
Q4 		$2.2M Buy
35,858
+21,794
+155% +$1.33M 0.03% 462
2019
Q3 		$862K Buy
+14,064
New +$861K 0.01% 729

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

MML Investors Services's CMF Position: Q2 2026 in Review

MML Investors Services increased its iShares California Muni Bond ETF (CMF) stake by 34% in Q2 2026, buying an estimated $1.74M and bringing the position to 120,754 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #808.

MML Investors Services first reported a position in CMF in Q3 2019 and has held it in 28 quarters since. 225 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • MML Investors Services held 120,754 shares of iShares California Muni Bond ETF worth $6.96M as of Q2 2026.
  • MML Investors Services bought 30,370 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.74M.
  • iShares California Muni Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #808 holding.
  • MML Investors Services first reported a position in iShares California Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.