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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
Q2 		$683K Hold
11,850
– – 0.01% 1113
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 $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

Oppenheimer & Co's CMF Position: Q2 2026 in Review

Oppenheimer & Co held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 11,850 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #1113.

Oppenheimer & Co first reported a position in CMF in Q3 2022 and has held it in 10 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Oppenheimer & Co held 11,850 shares of iShares California Muni Bond ETF worth $683K as of Q2 2026.
  • Oppenheimer & Co left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1113 holding.
  • Oppenheimer & Co first reported a position in iShares California Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.