Summit Financial Strategies’s iShares California Muni Bond ETF CMF Stock Holding History

Summit Financial Strategies’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	$201K	Buy	+3,480	New	+$199K	0.01%	165

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

Summit Financial Strategies's CMF Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 3,480 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Summit Financial Strategies held 3,480 shares of iShares California Muni Bond ETF worth $201K as of Q2 2026.
iShares California Muni Bond ETF was a new Summit Financial Strategies position in Q2 2026.
iShares California Muni Bond ETF made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #165 holding.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.