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

OneDigital Investment 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
Q1 		$7.09M Buy
124,682
+1,537
+1% +$88.7K 0.07% 216
2025
Q4 		$7.08M Buy
123,145
+6,694
+6% +$384K 0.07% 215
2025
Q3 		$6.64M Buy
116,451
+4,903
+4% +$274K 0.07% 216
2025
Q2 		$6.22M Sell
111,548
-54,511
-33% -$3.03M 0.07% 216
2025
Q1 		$9.35M Sell
166,059
-8,647
-5% -$491K 0.11% 161
2024
Q4 		$10M Buy
174,706
+200
+0.1% +$11.5K 0.12% 150
2024
Q3 		$10.1M Sell
174,506
-2,125
-1% -$122K 0.12% 149
2024
Q2 		$10M Buy
176,631
+162,515
+1,151% +$9.25M 0.13% 141
2024
Q1 		$812K Sell
14,116
-1,873
-12% -$108K 0.01% 568
2023
Q4 		$926K Buy
15,989
+4,437
+38% +$248K 0.02% 507
2023
Q3 		$634K Buy
11,552
+54
+0.5% +$3.04K 0.01% 567
2023
Q2 		$655K Buy
11,498
+54
+0.5% +$3.08K 0.01% 541
2023
Q1 		$657K Buy
11,444
+38
+0.3% +$2.16K 0.02% 520
2022
Q4 		$640K Buy
+11,406
New +$633K 0.02% 457

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.98B AUM 18.78% 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

OneDigital Investment Advisors's CMF Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares California Muni Bond ETF (CMF) stake by 1.2% in Q1 2026, buying an estimated $88.7K and bringing the position to 124,682 shares worth $7.09M. The position accounts for 0.07% of the portfolio, ranked #216.

OneDigital Investment Advisors first reported a position in CMF in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • OneDigital Investment Advisors held 124,682 shares of iShares California Muni Bond ETF worth $7.09M as of Q1 2026.
  • OneDigital Investment Advisors bought 1,537 iShares California Muni Bond ETF shares in Q1 2026, an estimated $88.7K.
  • iShares California Muni Bond ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #216 holding.
  • OneDigital Investment Advisors first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's iShares California Muni Bond ETF position peaked at $10.1M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.