Private Advisor Group’s iShares California Muni Bond ETF CMF Stock Holding History

Private Advisor Group’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	$2.27M	Buy	+39,454	New	+$2.26M	0.01%	955
2022 Q1	–	Sell	-3,546	Closed	-$221K	–	2121
2021 Q4	$221K	Sell	3,546 -3,346	-49%	-$208K	﹤0.01%	1881
2021 Q3	$428K	Buy	6,892 +3,346	+94%	+$210K	﹤0.01%	1584
2021 Q2	$223K	Hold	3,546	–	–	﹤0.01%	1776
2021 Q1	$220K	Buy	+3,546	New	+$222K	﹤0.01%	1695
2020 Q3	–	Sell	-200	Closed	-$12K	–	1892
2020 Q2	$12K	Buy	+200	New	+$12.3K	﹤0.01%	2826

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

Private Advisor Group's CMF Position: Q2 2026 in Review

Private Advisor Group opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 39,454 shares worth $2.27M. The stake represents 0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in CMF as recently as Q4 2021.

Private Advisor Group first reported a position in CMF in Q2 2020 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Private Advisor Group held 39,454 shares of iShares California Muni Bond ETF worth $2.27M as of Q2 2026.
iShares California Muni Bond ETF was a new Private Advisor Group position in Q2 2026.
iShares California Muni Bond ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #955 holding.
Private Advisor Group first reported a position in iShares California Muni Bond ETF in Q2 2020 and has held it in 6 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.