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

TIAA Wealth Investment 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 		$340K Buy
5,895
+4,299
+269% +$246K ﹤0.01% 265
2026
Q1 		$90.5K Buy
+1,596
New +$92.1K ﹤0.01% 354

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TIAA Wealth Investment Management's CMF Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares California Muni Bond ETF (CMF) stake by 269% in Q2 2026, buying an estimated $246K and bringing the position to 5,895 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

TIAA Wealth Investment Management first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • TIAA Wealth Investment Management held 5,895 shares of iShares California Muni Bond ETF worth $340K as of Q2 2026.
  • TIAA Wealth Investment Management bought 4,299 iShares California Muni Bond ETF shares in Q2 2026, an estimated $246K.
  • iShares California Muni Bond ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #265 holding.
  • TIAA Wealth Investment Management first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.