RiverFront Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

RiverFront Investment 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	$13.9M	Sell	241,434 -3,120	-1%	-$179K	0.18%	72
2026 Q1	$13.9M	Buy	244,554 +85,562	+54%	+$4.94M	0.22%	66
2025 Q4	$9.14M	Buy	158,992 +68,054	+75%	+$3.91M	0.15%	70
2025 Q3	$5.19M	Buy	90,938 +26,200	+40%	+$1.47M	0.09%	81
2025 Q2	$3.61M	Buy	64,738 +21,556	+50%	+$1.2M	0.07%	84
2025 Q1	$2.43M	Buy	43,182 +20,723	+92%	+$1.18M	0.05%	96
2024 Q4	$1.29M	Buy	22,459 +7,621	+51%	+$438K	0.03%	106
2024 Q3	$862K	Buy	14,838 +6,809	+85%	+$392K	0.02%	115
2024 Q2	$457K	Sell	8,029 -1,723	-18%	-$98K	0.01%	122
2024 Q1	$561K	Buy	+9,752	New	+$563K	0.02%	93

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

RiverFront Investment Group's CMF Position: Q2 2026 in Review

RiverFront Investment Group reduced its iShares California Muni Bond ETF (CMF) stake by 1.3% in Q2 2026, selling an estimated $179K and leaving 241,434 shares worth $13.9M. The position accounts for 0.18% of the portfolio, ranked #72.

RiverFront Investment Group first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

RiverFront Investment Group held 241,434 shares of iShares California Muni Bond ETF worth $13.9M as of Q2 2026.
RiverFront Investment Group sold 3,120 iShares California Muni Bond ETF shares in Q2 2026, an estimated $179K.
iShares California Muni Bond ETF made up 0.18% of RiverFront Investment Group's portfolio in Q2 2026, its #72 holding.
RiverFront Investment Group first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.