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

Strategic 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	–	Sell	-17,880	Closed	-$1.04M	–	156
2025 Q4	$1.04M	Buy	+17,880	New	+$1.03M	0.05%	69
2025 Q2	–	Sell	-13,394	Closed	-$754K	–	140
2025 Q1	$754K	Buy	13,394 +6,550	+96%	+$372K	0.04%	71
2024 Q4	$392K	Hold	6,844	–	–	0.02%	102
2024 Q3	$398K	Buy	+6,844	New	+$394K	0.02%	100

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Financial Services's CMF Position: Q1 2026 in Review

Strategic Financial Services sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 17,880 shares — an estimated $1.04M sold.

Strategic Financial Services first reported a position in CMF in Q3 2024 and held it in 4 quarters. The position peaked at $1.04M in Q4 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Strategic Financial Services reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Strategic Financial Services sold 17,880 iShares California Muni Bond ETF shares in Q1 2026, an estimated $1.04M.
Strategic Financial Services first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 4 quarters.
Strategic Financial Services's iShares California Muni Bond ETF position peaked at $1.04M in Q4 2025.
351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.