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

Physician Wealth 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	–	Sell	-156	Closed	-$8.87K	–	2352
2026 Q1	$8.87K	Hold	156	–	–	﹤0.01%	831
2025 Q4	$8.96K	Hold	156	–	–	﹤0.01%	808
2025 Q3	$8.9K	Hold	156	–	–	﹤0.01%	774
2025 Q2	$8.7K	Hold	156	–	–	﹤0.01%	668
2025 Q1	$8.78K	Hold	156	–	–	﹤0.01%	631
2024 Q4	$8.94K	Buy	+156	New	+$8.97K	﹤0.01%	645

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

Physician Wealth Advisors's CMF Position: Q2 2026 in Review

Physician Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 156 shares — an estimated $8.87K sold.

Physician Wealth Advisors first reported a position in CMF in Q4 2024 and held it in 6 quarters. The position peaked at $8.96K in Q4 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Physician Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 156 iShares California Muni Bond ETF shares in Q2 2026, an estimated $8.87K.
Physician Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Physician Wealth Advisors's iShares California Muni Bond ETF position peaked at $8.96K in Q4 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.