SAM
CMF icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smartleaf Asset Management's CMF Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares California Muni Bond ETF (CMF) stake by 13% in Q1 2026, buying an estimated $153K and bringing the position to 23,531 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #341.

Smartleaf Asset Management first reported a position in CMF in Q4 2023 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Smartleaf Asset Management held 23,531 shares of iShares California Muni Bond ETF worth $1.33M as of Q1 2026.
  • Smartleaf Asset Management bought 2,655 iShares California Muni Bond ETF shares in Q1 2026, an estimated $153K.
  • iShares California Muni Bond ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #341 holding.
  • Smartleaf Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.