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 Q2	$8.36M	Buy	145,019 +310	+0.2%	+$17.7K	﹤0.01%	2316
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 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

Raymond James Financial's CMF Position: Q2 2026 in Review

Raymond James Financial increased its iShares California Muni Bond ETF (CMF) stake by 0.21% in Q2 2026, buying an estimated $17.7K and bringing the position to 145,019 shares worth $8.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Raymond James Financial first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2024. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Raymond James Financial held 145,019 shares of iShares California Muni Bond ETF worth $8.36M as of Q2 2026.
Raymond James Financial bought 310 iShares California Muni Bond ETF shares in Q2 2026, an estimated $17.7K.
iShares California Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2316 holding.
Raymond James Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares California Muni Bond ETF position peaked at $11.4M in Q4 2024.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.