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

Modern 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 		$692K Buy
11,998
+31
+0.3% +$1.77K 0.01% 625
2026
Q1 		$681K Buy
11,967
+3,764
+46% +$217K 0.01% 506
2025
Q4 		$471K Buy
+8,203
New +$471K 0.01% 550

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 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

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

Modern Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 0.26% in Q2 2026, buying an estimated $1.77K and bringing the position to 11,998 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #625.

Modern Wealth Management first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Modern Wealth Management held 11,998 shares of iShares California Muni Bond ETF worth $692K as of Q2 2026.
  • Modern Wealth Management bought 31 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.77K.
  • iShares California Muni Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #625 holding.
  • Modern Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.