Savant Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Savant Capital’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	$799K	Buy	13,954 +5,023	+56%	+$288K	﹤0.01%	984
2026 Q1	$508K	Hold	8,931	–	–	﹤0.01%	903
2025 Q4	$513K	Buy	8,931 +1	+0%	+$57	﹤0.01%	823
2025 Q3	$509K	Buy	8,930 +41	+0.5%	+$2.29K	﹤0.01%	791
2025 Q2	$495K	Sell	8,889 -9,517	-52%	-$528K	﹤0.01%	744
2025 Q1	$1.04M	Hold	18,406	–	–	0.01%	467
2024 Q4	$1.05M	Hold	18,406	–	–	0.01%	632
2024 Q3	$1.07M	Hold	18,406	–	–	0.01%	613
2024 Q2	$1.05M	Hold	18,406	–	–	0.01%	571
2024 Q1	$1.06M	Buy	+18,406	New	+$1.06M	0.01%	523

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

Savant Capital's CMF Position: Q2 2026 in Review

Savant Capital increased its iShares California Muni Bond ETF (CMF) stake by 56% in Q2 2026, buying an estimated $288K and bringing the position to 13,954 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Savant Capital first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Savant Capital held 13,954 shares of iShares California Muni Bond ETF worth $799K as of Q2 2026.
Savant Capital bought 5,023 iShares California Muni Bond ETF shares in Q2 2026, an estimated $288K.
iShares California Muni Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #984 holding.
Savant Capital first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Savant Capital's iShares California Muni Bond ETF position peaked at $1.07M in Q3 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.