Raymond James Financial
CMF icon

Raymond James Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Raymond James Financial’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 		$8.23M Sell
144,709
-8,585
-6% -$495K ﹤0.01% 2180
2025
Q4 		$8.81M Buy
153,294
+43,249
+39% +$2.48M ﹤0.01% 2080
2025
Q3 		$6.28M Sell
110,045
-20,932
-16% -$1.17M ﹤0.01% 2296
2025
Q2 		$7.3M Sell
130,977
-49,544
-27% -$2.75M ﹤0.01% 2107
2025
Q1 		$10.2M Sell
180,521
-18,423
-9% -$1.05M ﹤0.01% 1798
2024
Q4 		$11.4M Buy
+198,944
New +$11.4M ﹤0.01% 1741

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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's CMF Position: Q1 2026 in Review

Raymond James Financial reduced its iShares California Muni Bond ETF (CMF) stake by 5.6% in Q1 2026, selling an estimated $495K and leaving 144,709 shares worth $8.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Raymond James Financial first reported a position in CMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.4M in Q4 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Raymond James Financial held 144,709 shares of iShares California Muni Bond ETF worth $8.23M as of Q1 2026.
  • Raymond James Financial sold 8,585 iShares California Muni Bond ETF shares in Q1 2026, an estimated $495K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2180 holding.
  • Raymond James Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares California Muni Bond ETF position peaked at $11.4M in Q4 2024.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.