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Summit Wealth Group’s iShares California Muni Bond ETF CMF Stock Holding History

Summit Wealth Group’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 		$395K Hold
6,849
– – 0.08% 90
2026
Q1 		$389K Hold
6,849
– – 0.09% 83
2025
Q4 		$394K Hold
6,849
– – 0.09% 81
2025
Q3 		$391K Buy
6,849
+413
+6% +$23.1K 0.09% 80
2025
Q2 		$359K Hold
6,436
– – 0.09% 75
2025
Q1 		$362K Hold
6,436
– – 0.11% 67
2024
Q4 		$369K Buy
+6,436
New +$370K 0.11% 62

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

Summit Wealth Group's CMF Position: Q2 2026 in Review

Summit Wealth Group held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 6,849 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #90.

Summit Wealth Group first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Summit Wealth Group held 6,849 shares of iShares California Muni Bond ETF worth $395K as of Q2 2026.
  • Summit Wealth Group left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.08% of Summit Wealth Group's portfolio in Q2 2026, its #90 holding.
  • Summit Wealth Group first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.