Moss Adams Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Moss Adams Wealth Advisors’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	–	Sell	-4,879	Closed	-$277K	–	314
2026 Q1	$277K	Sell	4,879 -6,003	-55%	-$346K	0.02%	218
2025 Q4	$625K	Hold	10,882	–	–	0.05%	113
2025 Q3	$621K	Sell	10,882 -11,368	-51%	-$636K	0.05%	116
2025 Q2	$1.24M	Hold	22,250	–	–	0.11%	63
2025 Q1	$1.25M	Hold	22,250	–	–	0.13%	54
2024 Q4	$1.27M	Buy	+22,250	New	+$1.28M	0.13%	49

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

Moss Adams Wealth Advisors's CMF Position: Q2 2026 in Review

Moss Adams Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 4,879 shares — an estimated $277K sold.

Moss Adams Wealth Advisors first reported a position in CMF in Q4 2024 and held it in 6 quarters. The position peaked at $1.27M in Q4 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Moss Adams Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Moss Adams Wealth Advisors sold 4,879 iShares California Muni Bond ETF shares in Q2 2026, an estimated $277K.
Moss Adams Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Moss Adams Wealth Advisors's iShares California Muni Bond ETF position peaked at $1.27M in Q4 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.