Morgan Stanley
CMF icon

Morgan Stanley’s iShares California Muni Bond ETF CMF Stock Holding History

Morgan Stanley’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 		$106M Buy
1,872,723
+82,134
+5% +$4.74M 0.01% 1390
2025
Q4 		$103M Buy
1,790,589
+20,936
+1% +$1.2M 0.01% 1425
2025
Q3 		$101M Sell
1,769,653
-7,223
-0.4% -$404K 0.01% 1403
2025
Q2 		$99M Sell
1,776,876
-47,302
-3% -$2.63M 0.01% 1336
2025
Q1 		$103M Sell
1,824,178
-16,263
-0.9% -$924K 0.01% 1241
2024
Q4 		$105M Buy
1,840,441
+43,898
+2% +$2.52M 0.01% 1208
2024
Q3 		$104M Buy
1,796,543
+4,477
+0.2% +$258K 0.01% 1204
2024
Q2 		$102M Buy
1,792,066
+523
+0% +$29.8K 0.01% 1169
2024
Q1 		$103M Sell
1,791,543
-1,549,237
-46% -$89.4M 0.01% 1173
2023
Q4 		$194M Buy
3,340,780
+1,670,924
+100% +$93.2M 0.01% 1174
2023
Q3 		$91.6M Sell
1,669,856
-12,260
-0.7% -$690K 0.01% 1118
2023
Q2 		$95.8M Buy
1,682,116
+114,601
+7% +$6.53M 0.01% 1124
2023
Q1 		$90M Buy
1,567,515
+73,458
+5% +$4.18M 0.01% 1121
2022
Q4 		$83.8M Sell
1,494,057
-613,376
-29% -$34M 0.01% 1136
2022
Q3 		$114M Buy
2,107,433
+177,242
+9% +$10M 0.02% 814
2022
Q2 		$109M Buy
1,930,191
+583
+0% +$32.9K 0.01% 873
2022
Q1 		$112M Sell
1,929,608
-52,816
-3% -$3.18M 0.02% 790
2021
Q4 		$124M Buy
1,982,424
+13,545
+0.7% +$842K 0.02% 765
2021
Q3 		$122M Buy
1,968,879
+54,618
+3% +$3.42M 0.02% 733
2021
Q2 		$120M Buy
1,914,261
+52,671
+3% +$3.29M 0.02% 752
2021
Q1 		$116M Buy
1,861,590
+94,347
+5% +$5.9M 0.02% 692
2020
Q4 		$111M Buy
1,767,243
+25,873
+1% +$1.62M 0.02% 673
2020
Q3 		$109M Buy
1,741,370
+109,664
+7% +$6.86M 0.02% 568
2020
Q2 		$101M Buy
1,631,706
+48,526
+3% +$2.97M 0.02% 549
2020
Q1 		$95.8M Buy
1,583,180
+718,819
+83% +$44M 0.03% 495
2019
Q4 		$52.9M Sell
864,361
-6,954
-0.8% -$425K 0.01% 895
2019
Q3 		$53.4M Buy
871,315
+23,585
+3% +$1.44M 0.01% 813
2019
Q2 		$51.4M Buy
847,730
+35,497
+4% +$2.13M 0.01% 836
2019
Q1 		$48.4M Sell
812,233
-15,941
-2% -$936K 0.01% 860
2018
Q4 		$48.4M Buy
828,174
+52,957
+7% +$3.05M 0.01% 832
2018
Q3 		$45M Buy
775,217
+62,127
+9% +$3.63M 0.01% 1023
2018
Q2 		$41.7M Buy
713,090
+282,558
+66% +$16.5M 0.01% 1019
2018
Q1 		$25.1M Buy
430,532
+43,035
+11% +$2.52M 0.01% 1462
2017
Q4 		$22.9M Buy
387,497
+52,061
+16% +$3.08M 0.01% 1543
2017
Q3 		$19.9M Buy
335,436
+43,678
+15% +$2.59M 0.01% 1594
2017
Q2 		$17.2M Buy
291,758
+5,216
+2% +$306K 0.01% 1665
2017
Q1 		$16.7M Sell
286,542
-33,392
-10% -$1.93M 0.01% 1722
2016
Q4 		$18.5M Sell
319,934
-19,068
-6% -$1.11M 0.01% 1616
2016
Q3 		$20.5M Sell
339,002
-50,886
-13% -$3.09M 0.01% 1436
2016
Q2 		$23.8M Buy
389,888
+9,202
+2% +$554K 0.01% 1288
2016
Q1 		$22.7M Buy
380,686
+11,772
+3% +$701K 0.01% 1232
2015
Q4 		$21.8M Buy
368,914
+71,196
+24% +$4.18M 0.01% 1337
2015
Q3 		$17.5M Sell
297,718
-32,608
-10% -$1.9M 0.01% 1494
2015
Q2 		$19.1M Sell
330,326
-118,298
-26% -$6.89M 0.01% 1536
2015
Q1 		$26.5M Buy
448,624
+12,970
+3% +$766K 0.01% 1237
2014
Q4 		$25.6M Buy
435,654
+61,096
+16% +$3.59M 0.01% 1275
2014
Q3 		$21.9M Buy
374,558
+7,632
+2% +$443K 0.01% 1370
2014
Q2 		$21.3M Buy
366,926
+21,502
+6% +$1.24M 0.01% 1386
2014
Q1 		$19.6M Buy
345,424
+40,664
+13% +$2.28M 0.01% 1392
2013
Q4 		$16.6M Buy
304,760
+5,324
+2% +$292K 0.01% 1511
2013
Q3 		$16.3M Sell
299,436
-182,220
-38% -$9.78M 0.01% 1385
2013
Q2 		$26M Buy
+481,656
New +$27.3M 0.01% 998

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's CMF Position: Q1 2026 in Review

Morgan Stanley increased its iShares California Muni Bond ETF (CMF) stake by 4.6% in Q1 2026, buying an estimated $4.74M and bringing the position to 1,872,723 shares worth $106M. The position accounts for 0.01% of the portfolio, ranked #1390.

Morgan Stanley first reported a position in CMF in Q2 2013 and has held it in 52 quarters since. The position peaked at $194M in Q4 2023. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Morgan Stanley held 1,872,723 shares of iShares California Muni Bond ETF worth $106M as of Q1 2026.
  • Morgan Stanley bought 82,134 iShares California Muni Bond ETF shares in Q1 2026, an estimated $4.74M.
  • iShares California Muni Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1390 holding.
  • Morgan Stanley first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares California Muni Bond ETF position peaked at $194M in Q4 2023.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.