Sowell Financial Services’s iShares California Muni Bond ETF CMF Stock Holding History

Sowell Financial Services’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	$441K	Buy	7,644 +57	+0.8%	+$3.26K	0.01%	693
2026 Q1	$431K	Buy	7,587 +474	+7%	+$27.3K	0.02%	690
2025 Q4	$409K	Buy	7,113 +2,963	+71%	+$170K	0.02%	716
2025 Q3	$237K	Buy	4,150 +304	+8%	+$17K	0.01%	918
2025 Q2	$214K	Buy	+3,846	New	+$214K	0.01%	933
2021 Q2	–	Sell	-1,000	Closed	-$62K	–	927
2021 Q1	$62K	Hold	1,000	–	–	﹤0.01%	1557
2020 Q4	$63K	Hold	1,000	–	–	﹤0.01%	1311
2020 Q3	$62K	Hold	1,000	–	–	﹤0.01%	1140
2020 Q2	$62K	Hold	1,000	–	–	﹤0.01%	1109
2020 Q1	$61K	Hold	1,000	–	–	﹤0.01%	983
2019 Q4	$61K	Hold	1,000	–	–	﹤0.01%	1083
2019 Q3	$61K	Buy	+1,000	New	+$61.2K	0.01%	949

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

Sowell Financial Services's CMF Position: Q2 2026 in Review

Sowell Financial Services increased its iShares California Muni Bond ETF (CMF) stake by 0.75% in Q2 2026, buying an estimated $3.26K and bringing the position to 7,644 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #693.

Sowell Financial Services first reported a position in CMF in Q3 2019 and has held it in 12 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Sowell Financial Services held 7,644 shares of iShares California Muni Bond ETF worth $441K as of Q2 2026.
Sowell Financial Services bought 57 iShares California Muni Bond ETF shares in Q2 2026, an estimated $3.26K.
iShares California Muni Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #693 holding.
Sowell Financial Services first reported a position in iShares California Muni Bond ETF in Q3 2019 and has held it in 12 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.