Southland Equity Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Southland Equity Partners’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	$249K	Hold	4,318	–	–	0.04%	264
2026 Q1	$246K	Hold	4,318	–	–	0.05%	235
2025 Q4	$248K	Hold	4,318	–	–	0.05%	222
2025 Q3	$246K	Hold	4,318	–	–	0.05%	211
2025 Q2	$241K	Hold	4,318	–	–	0.05%	204
2025 Q1	$243K	Hold	4,318	–	–	0.06%	197
2024 Q4	$247K	Hold	4,318	–	–	0.06%	189
2024 Q3	$251K	Hold	4,318	–	–	0.06%	193
2024 Q2	$246K	Hold	4,318	–	–	0.07%	182
2024 Q1	$248K	Buy	+4,318	New	+$249K	0.07%	186

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

Southland Equity Partners's CMF Position: Q2 2026 in Review

Southland Equity Partners held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 4,318 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #264.

Southland Equity Partners first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $251K in Q3 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Southland Equity Partners held 4,318 shares of iShares California Muni Bond ETF worth $249K as of Q2 2026.
Southland Equity Partners left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #264 holding.
Southland Equity Partners first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Southland Equity Partners's iShares California Muni Bond ETF position peaked at $251K in Q3 2024.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.