NA
CMF icon

NewEdge Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

NewEdge 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 		$1.04M Sell
18,087
-14,292
-44% -$818K ﹤0.01% 1629
2026
Q1 		$1.84M Buy
32,379
+2,566
+9% +$148K 0.01% 1156
2025
Q4 		$1.71M Sell
29,813
-1,371
-4% -$78.7K 0.01% 1156
2025
Q3 		$1.78M Sell
31,184
-85,274
-73% -$4.77M 0.01% 1081
2025
Q2 		$6.49M Sell
116,458
-8,306
-7% -$461K 0.03% 487
2025
Q1 		$7.02M Sell
124,764
-6,448
-5% -$366K 0.04% 409
2024
Q4 		$7.52M Buy
131,212
+2,703
+2% +$155K 0.05% 379
2024
Q3 		$7.47M Buy
128,509
+2,696
+2% +$155K 0.05% 357
2024
Q2 		$7.16M Buy
125,813
+106,490
+551% +$6.06M 0.05% 348
2024
Q1 		$1.11M Buy
19,323
+7,546
+64% +$435K 0.01% 953
2023
Q4 		$676K Buy
11,777
+5,220
+80% +$291K 0.01% 1139
2023
Q3 		$360K Buy
6,557
+38
+0.6% +$2.14K ﹤0.01% 1333
2023
Q2 		$371K Sell
6,519
-16,334
-71% -$931K ﹤0.01% 1353
2023
Q1 		$1.31M Sell
22,853
-1,351
-6% -$76.9K 0.02% 687
2022
Q4 		$1.36M Sell
24,204
-2,949
-11% -$164K 0.04% 423
2022
Q3 		$1.47M Buy
27,153
+126
+0.5% +$7.13K 0.02% 514
2022
Q2 		$1.53M Buy
+27,027
New +$1.53M 0.03% 513

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

NewEdge Advisors's CMF Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 44% in Q2 2026, selling an estimated $818K and leaving 18,087 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

NewEdge Advisors first reported a position in CMF in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.52M in Q4 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • NewEdge Advisors held 18,087 shares of iShares California Muni Bond ETF worth $1.04M as of Q2 2026.
  • NewEdge Advisors sold 14,292 iShares California Muni Bond ETF shares in Q2 2026, an estimated $818K.
  • iShares California Muni Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1629 holding.
  • NewEdge Advisors first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's iShares California Muni Bond ETF position peaked at $7.52M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.