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Oppenheimer & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Oppenheimer & Co’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 		$674K Buy
11,850
+5,396
+84% +$311K 0.01% 1058
2025
Q4 		$371K Buy
+6,454
New +$370K 0.01% 1195
2024
Q2 		– Sell
-3,595
Closed -$207K – 1445
2024
Q1 		$207K Sell
3,595
-1,925
-35% -$111K ﹤0.01% 1330
2023
Q4 		$320K Hold
5,520
– – 0.01% 1119
2023
Q3 		$303K Hold
5,520
– – 0.01% 1127
2023
Q2 		$314K Hold
5,520
– – 0.01% 1145
2023
Q1 		$317K Hold
5,520
– – 0.01% 1118
2022
Q4 		$310K Buy
5,520
+1,286
+30% +$71.4K 0.01% 1076
2022
Q3 		$230K Buy
+4,234
New +$240K 0.01% 1164

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 $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 $376B AUM 19.32% 1-Year Est. Return