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 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 $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 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

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return