SageView Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

SageView Advisory 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	$354K	Buy	6,142 +544	+10%	+$31.1K	0.01%	447
2026 Q1	$318K	Sell	5,598 -3	-0.1%	-$173	0.01%	455
2025 Q4	$322K	Buy	5,601 +263	+5%	+$15.1K	0.01%	465
2025 Q3	$304K	Buy	5,338 +1,023	+24%	+$57.2K	0.01%	512
2025 Q2	$239K	Buy	+4,315	New	+$240K	0.01%	555
2024 Q2	–	Sell	-3,580	Closed	-$263K	–	572
2024 Q1	$263K	Buy	+3,580	New	+$207K	0.01%	446
2023 Q4	–	Hold	0	–	–	–	553
2023 Q1	–	Sell	-9,033	Closed	-$507K	–	461
2022 Q4	$507K	Buy	+9,033	New	+$501K	0.04%	239

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

SageView Advisory Group's CMF Position: Q2 2026 in Review

SageView Advisory Group increased its iShares California Muni Bond ETF (CMF) stake by 9.7% in Q2 2026, buying an estimated $31.1K and bringing the position to 6,142 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #447.

SageView Advisory Group first reported a position in CMF in Q4 2022 and has held it in 7 quarters since. The position peaked at $507K in Q4 2022. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

SageView Advisory Group held 6,142 shares of iShares California Muni Bond ETF worth $354K as of Q2 2026.
SageView Advisory Group bought 544 iShares California Muni Bond ETF shares in Q2 2026, an estimated $31.1K.
iShares California Muni Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #447 holding.
SageView Advisory Group first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 7 quarters since.
SageView Advisory Group's iShares California Muni Bond ETF position peaked at $507K in Q4 2022.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.