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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
Q2 		$188K Sell
3,266
-261
-7% -$14.9K 0.01% 321
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 $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

Strategic Wealth Partners's CMF Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares California Muni Bond ETF (CMF) stake by 7.4% in Q2 2026, selling an estimated $14.9K and leaving 3,266 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #321.

Strategic Wealth Partners first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $201K in Q1 2026. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Strategic Wealth Partners held 3,266 shares of iShares California Muni Bond ETF worth $188K as of Q2 2026.
  • Strategic Wealth Partners sold 261 iShares California Muni Bond ETF shares in Q2 2026, an estimated $14.9K.
  • iShares California Muni Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • Strategic Wealth Partners first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares California Muni Bond ETF position peaked at $201K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.