TIAA Trust, National Association
CMF icon

TIAA Trust, National Association’s iShares California Muni Bond ETF CMF Stock Holding History

TIAA Trust, National Association’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 		$1.84M Buy
31,944
+4,427
+16% +$253K 0.11% 88
2026
Q1 		$1.56M Sell
27,517
-653,674
-96% -$37.7M 0.1% 102
2025
Q4 		$39.1M Sell
681,191
-18,380
-3% -$1.06M 0.09% 101
2025
Q3 		$39.9M Sell
699,571
-32,457
-4% -$1.82M 0.1% 94
2025
Q2 		$40.8M Buy
732,028
+175,539
+32% +$9.75M 0.11% 91
2025
Q1 		$31.3M Sell
556,489
-43,065
-7% -$2.45M 0.1% 102
2024
Q4 		$34.3M Sell
599,554
-43,392
-7% -$2.5M 0.1% 97
2024
Q3 		$37.4M Sell
642,946
-4,624
-0.7% -$266K 0.11% 96
2024
Q2 		$36.8M Buy
647,570
+5,990
+0.9% +$341K 0.11% 91
2024
Q1 		$36.9M Buy
641,580
+14,967
+2% +$864K 0.11% 93
2023
Q4 		$36.3M Sell
626,613
-66,692
-10% -$3.72M 0.12% 92
2023
Q3 		$38M Buy
+693,305
New +$39M 0.14% 90

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

TIAA Trust, National Association's CMF Position: Q2 2026 in Review

TIAA Trust, National Association increased its iShares California Muni Bond ETF (CMF) stake by 16% in Q2 2026, buying an estimated $253K and bringing the position to 31,944 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #88.

TIAA Trust, National Association first reported a position in CMF in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.8M in Q2 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • TIAA Trust, National Association held 31,944 shares of iShares California Muni Bond ETF worth $1.84M as of Q2 2026.
  • TIAA Trust, National Association bought 4,427 iShares California Muni Bond ETF shares in Q2 2026, an estimated $253K.
  • iShares California Muni Bond ETF made up 0.11% of TIAA Trust, National Association's portfolio in Q2 2026, its #88 holding.
  • TIAA Trust, National Association first reported a position in iShares California Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • TIAA Trust, National Association's iShares California Muni Bond ETF position peaked at $40.8M in Q2 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.