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Strategic Wealth Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Strategic Wealth 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
Q1 		$201K Buy
3,527
+432
+14% +$24.9K 0.01% 304
2025
Q4 		$178K Hold
3,095
– – 0.01% 325
2025
Q3 		$177K Hold
3,095
– – 0.01% 349
2025
Q2 		$173K Buy
+3,095
New +$172K 0.01% 335

Other funds holding CMF

Charles Schwab
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
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
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's CMF Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares California Muni Bond ETF (CMF) stake by 14% in Q1 2026, buying an estimated $24.9K and bringing the position to 3,527 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #304.

Strategic Wealth Partners first reported a position in CMF in Q2 2025 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Strategic Wealth Partners held 3,527 shares of iShares California Muni Bond ETF worth $201K as of Q1 2026.
  • Strategic Wealth Partners bought 432 iShares California Muni Bond ETF shares in Q1 2026, an estimated $24.9K.
  • iShares California Muni Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #304 holding.
  • Strategic Wealth Partners first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.