Quadrant Private Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Quadrant Private Wealth Management’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	-7,027	Closed	-$400K	–	185
2026 Q1	$400K	Buy	7,027 +1,000	+17%	+$57.7K	0.06%	205
2025 Q4	$346K	Buy	6,027 +2,125	+54%	+$122K	0.06%	202
2025 Q3	$223K	Buy	3,902 +30	+0.8%	+$1.68K	0.04%	235
2025 Q2	$216K	Sell	3,872 -515	-12%	-$28.6K	0.04%	234
2025 Q1	$247K	Sell	4,387 -1,065	-20%	-$60.5K	0.06%	197
2024 Q4	$312K	Buy	+5,452	New	+$313K	0.08%	191

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

Quadrant Private Wealth Management's CMF Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 7,027 shares — an estimated $400K sold.

Quadrant Private Wealth Management first reported a position in CMF in Q4 2024 and held it in 6 quarters. The position peaked at $400K in Q1 2026. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Quadrant Private Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 7,027 iShares California Muni Bond ETF shares in Q2 2026, an estimated $400K.
Quadrant Private Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Quadrant Private Wealth Management's iShares California Muni Bond ETF position peaked at $400K in Q1 2026.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.