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Steward Partners Investment Advisory’s iShares California Muni Bond ETF CMF Stock Holding History

Steward Partners Investment Advisory’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 		$11.2M Sell
194,046
-164,744
-46% -$9.43M 0.06% 318
2026
Q1 		$20.4M Sell
358,790
-2,543
-0.7% -$147K 0.1% 176
2025
Q4 		$20.8M Sell
361,333
-12,563
-3% -$721K 0.11% 160
2025
Q3 		$21.3M Buy
373,896
+345,476
+1,216% +$19.3M 0.12% 155
2025
Q2 		$1.58M Buy
28,420
+23,004
+425% +$1.28M 0.01% 797
2025
Q1 		$305K Buy
5,416
+5
+0.1% +$284 ﹤0.01% 1439
2024
Q4 		$310K Buy
5,411
+9
+0.2% +$518 ﹤0.01% 1393
2024
Q3 		$314K Buy
5,402
+4,407
+443% +$254K ﹤0.01% 1311
2024
Q2 		$56.6K Buy
995
+7
+0.7% +$398 ﹤0.01% 2048
2024
Q1 		$56.8K Buy
988
+4
+0.4% +$231 ﹤0.01% 2040
2023
Q4 		$57K Buy
984
+9
+0.9% +$502 ﹤0.01% 1924
2023
Q3 		$53.5K Buy
975
+5
+0.5% +$281 ﹤0.01% 1876
2023
Q2 		$55.2K Buy
+970
New +$55.3K ﹤0.01% 1839
2022
Q4 		– Sell
-873
Closed -$47K – 3378
2022
Q3 		$47K Hold
873
– – ﹤0.01% 1815
2022
Q2 		$49K Buy
+873
New +$49.3K ﹤0.01% 1819
2020
Q1 		– Sell
-2,954
Closed -$180K – 2515
2019
Q4 		$180K Buy
2,954
+5
+0.2% +$306 0.01% 911
2019
Q3 		$180K Buy
2,949
+3
+0.1% +$184 0.01% 879
2019
Q2 		$178K Buy
+2,946
New +$177K 0.01% 858
2018
Q4 		– Sell
-3,109
Closed -$180K – 997
2018
Q3 		$180K Buy
3,109
+5
+0.2% +$292 0.01% 749
2018
Q2 		$182K Buy
3,104
+4
+0.1% +$233 0.01% 673
2018
Q1 		$180K Buy
3,100
+190
+7% +$11.1K 0.01% 632
2017
Q4 		$172K Buy
2,910
+1,080
+59% +$63.9K 0.01% 545
2017
Q3 		$108K Hold
1,830
– – 0.01% 532
2017
Q2 		$107K Hold
1,830
– – 0.01% 486
2017
Q1 		$106K Hold
1,830
– – 0.02% 423
2016
Q4 		$105K Buy
+1,830
New +$107K 0.05% 247

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Steward Partners Investment Advisory's CMF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares California Muni Bond ETF (CMF) stake by 46% in Q2 2026, selling an estimated $9.43M and leaving 194,046 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #318.

Steward Partners Investment Advisory first reported a position in CMF in Q4 2016 and has held it in 26 quarters since. The position peaked at $21.3M in Q3 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Steward Partners Investment Advisory held 194,046 shares of iShares California Muni Bond ETF worth $11.2M as of Q2 2026.
  • Steward Partners Investment Advisory sold 164,744 iShares California Muni Bond ETF shares in Q2 2026, an estimated $9.43M.
  • iShares California Muni Bond ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #318 holding.
  • Steward Partners Investment Advisory first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's iShares California Muni Bond ETF position peaked at $21.3M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.