UCFA
CMF icon

United Capital Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

United Capital Financial Advisors’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 		$1.28M Sell
22,185
-775
-3% -$44.4K 0.01% 720
2026
Q1 		$1.3M Buy
22,960
+2,906
+14% +$168K 0.01% 670
2025
Q4 		$1.15M Sell
20,054
-35
-0.2% -$2.01K 0.01% 686
2025
Q3 		$1.15M Sell
20,089
-23,511
-54% -$1.32M 0.01% 604
2025
Q2 		$2.43M Sell
43,600
-57,670
-57% -$3.2M 0.02% 402
2025
Q1 		$5.7M Buy
101,270
+15,350
+18% +$872K 0.05% 258
2024
Q4 		$4.92M Sell
85,920
-2,140
-2% -$123K 0.04% 265
2024
Q3 		$5.12M Buy
88,060
+15,757
+22% +$907K 0.04% 259
2024
Q2 		$4.11M Buy
72,303
+16,242
+29% +$924K 0.04% 294
2024
Q1 		$3.23M Sell
56,061
-6,294
-10% -$363K 0.03% 344
2023
Q4 		$3.61M Sell
62,355
-98,246
-61% -$5.48M 0.03% 329
2023
Q3 		$8.81M Buy
160,601
+1,728
+1% +$97.2K 0.06% 236
2023
Q2 		$9.05M Buy
158,873
+16,602
+12% +$946K 0.05% 247
2023
Q1 		$8.17M Buy
142,271
+106
+0.1% +$6.03K 0.05% 265
2022
Q4 		$7.98M Buy
142,165
+59,713
+72% +$3.31M 0.04% 278
2022
Q3 		$4.47M Buy
82,452
+36,485
+79% +$2.07M 0.03% 336
2022
Q2 		$2.6M Buy
45,967
+17,851
+63% +$1.01M 0.01% 445
2022
Q1 		$1.64M Buy
28,116
+1,012
+4% +$60.9K 0.01% 560
2021
Q4 		$1.69M Sell
27,104
-3,320
-11% -$206K 0.01% 569
2021
Q3 		$1.89M Sell
30,424
-1,894
-6% -$119K 0.01% 538
2021
Q2 		$2.02M Buy
32,318
+978
+3% +$61.1K 0.01% 535
2021
Q1 		$1.95M Sell
31,340
-14,206
-31% -$888K 0.01% 513
2020
Q4 		$2.86M Buy
45,546
+1,555
+4% +$97.1K 0.02% 442
2020
Q3 		$2.75M Buy
43,991
+22,310
+103% +$1.4M 0.02% 437
2020
Q2 		$1.35M Buy
21,681
+3,006
+16% +$184K 0.01% 590
2020
Q1 		$1.13M Sell
18,675
-939
-5% -$57.5K 0.01% 606
2019
Q4 		$1.2M Buy
19,614
+1,633
+9% +$99.9K 0.01% 718
2019
Q3 		$1.1M Buy
17,981
+854
+5% +$52.3K 0.01% 717
2019
Q2 		$1.04M Buy
17,127
+4,019
+31% +$241K 0.01% 798
2019
Q1 		$781K Buy
13,108
+3,616
+38% +$212K 0.01% 843
2018
Q4 		$555K Buy
9,492
+2,794
+42% +$161K ﹤0.01% 888
2018
Q3 		$388K Buy
6,698
+2,147
+47% +$125K ﹤0.01% 1025
2018
Q2 		$266K Buy
4,551
+41
+0.9% +$2.39K ﹤0.01% 1128
2018
Q1 		$263K Buy
+4,510
New +$264K ﹤0.01% 1135
2016
Q3 		– Sell
-6,152
Closed -$375K – 1266
2016
Q2 		$375K Buy
6,152
+418
+7% +$25.2K ﹤0.01% 981
2016
Q1 		$342K Sell
5,734
-7,134
-55% -$425K ﹤0.01% 975
2015
Q4 		$760K Buy
12,868
+1,600
+14% +$93.9K 0.01% 765
2015
Q3 		$661K Buy
11,268
+4,186
+59% +$244K 0.01% 816
2015
Q2 		$409K Buy
+7,082
New +$412K ﹤0.01% 986

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

United Capital Financial Advisors's CMF Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 3.4% in Q2 2026, selling an estimated $44.4K and leaving 22,185 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #720.

United Capital Financial Advisors first reported a position in CMF in Q2 2015 and has held it in 39 quarters since. The position peaked at $9.05M in Q2 2023. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • United Capital Financial Advisors held 22,185 shares of iShares California Muni Bond ETF worth $1.28M as of Q2 2026.
  • United Capital Financial Advisors sold 775 iShares California Muni Bond ETF shares in Q2 2026, an estimated $44.4K.
  • iShares California Muni Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #720 holding.
  • United Capital Financial Advisors first reported a position in iShares California Muni Bond ETF in Q2 2015 and has held it in 39 quarters since.
  • United Capital Financial Advisors's iShares California Muni Bond ETF position peaked at $9.05M in Q2 2023.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.