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Thryve Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Thryve Wealth Management’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 		$5.65M Hold
97,938
– – 3.16% 9
2026
Q1 		$5.57M Sell
97,938
-3,523
-3% -$203K 3.72% 9
2025
Q4 		$5.83M Buy
+101,461
New +$5.82M 2.88% 9

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

Thryve Wealth Management's CMF Position: Q2 2026 in Review

Thryve Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 97,938 shares worth $5.65M. The position accounts for 3.16% of the portfolio, ranked #9.

Thryve Wealth Management first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.83M in Q4 2025. 353 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Thryve Wealth Management held 97,938 shares of iShares California Muni Bond ETF worth $5.65M as of Q2 2026.
  • Thryve Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 3.16% of Thryve Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Thryve Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Thryve Wealth Management's iShares California Muni Bond ETF position peaked at $5.83M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.