NFP Retirement Inc’s iShares California Muni Bond ETF CMF Stock Holding History

NFP Retirement Inc’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	$272K	Hold	4,727	–	–	0.01%	269
2026 Q1	$269K	Hold	4,727	–	–	0.02%	267
2025 Q4	$272K	Buy	4,727 +12	+0.3%	+$689	0.02%	266
2025 Q3	$269K	Sell	4,715 -160	-3%	-$8.95K	0.02%	255
2025 Q2	$272K	Buy	4,875 +37	+0.8%	+$2.05K	0.02%	257
2025 Q1	$272K	Buy	4,838 +23	+0.5%	+$1.31K	0.02%	237
2024 Q4	$276K	Hold	4,815	–	–	0.02%	249
2024 Q3	$280K	Hold	4,815	–	–	0.02%	239
2024 Q2	$274K	Hold	4,815	–	–	0.02%	234
2024 Q1	$277K	Hold	4,815	–	–	0.02%	233
2023 Q4	$279K	Buy	+4,815	New	+$269K	0.05%	199

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

NFP Retirement Inc's CMF Position: Q2 2026 in Review

NFP Retirement Inc held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 4,727 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #269.

NFP Retirement Inc first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $280K in Q3 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

NFP Retirement Inc held 4,727 shares of iShares California Muni Bond ETF worth $272K as of Q2 2026.
NFP Retirement Inc left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #269 holding.
NFP Retirement Inc first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
NFP Retirement Inc's iShares California Muni Bond ETF position peaked at $280K in Q3 2024.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.