Smartleaf Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Smartleaf Asset Management’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	$1.36M	Hold	23,531	–	–	0.04%	351
2026 Q1	$1.33M	Buy	23,531 +2,655	+13%	+$153K	0.05%	341
2025 Q4	$1.2M	Buy	20,876 +265	+1%	+$15.2K	0.05%	347
2025 Q3	$1.17M	Sell	20,611 -1,015	-5%	-$56.8K	0.07%	285
2025 Q2	$1.2M	Buy	21,626 +13,872	+179%	+$770K	0.11%	214
2025 Q1	$435K	Buy	7,754 +7,739	+51,593%	+$440K	0.04%	392
2024 Q4	$860	Hold	15	–	–	﹤0.01%	2701
2024 Q3	$872	Hold	15	–	–	﹤0.01%	2681
2024 Q2	$855	Hold	15	–	–	﹤0.01%	2449
2024 Q1	$862	Hold	15	–	–	﹤0.01%	1645
2023 Q4	$864	Buy	+15	New	+$837	﹤0.01%	1048

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

Smartleaf Asset Management's CMF Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 23,531 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #351.

Smartleaf Asset Management first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Smartleaf Asset Management held 23,531 shares of iShares California Muni Bond ETF worth $1.36M as of Q2 2026.
Smartleaf Asset Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #351 holding.
Smartleaf Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.