Wealth Enhancement Advisory Services
CMF icon

Wealth Enhancement Advisory Services’s iShares California Muni Bond ETF CMF Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.19M Buy
20,789
+3,100
+18% +$177K ﹤0.01% 1948
2026
Q1 		$1.01M Sell
17,689
-5,327
-23% -$307K ﹤0.01% 1794
2025
Q4 		$1.33M Buy
23,016
+940
+4% +$54K ﹤0.01% 1785
2025
Q3 		$1.26M Buy
22,076
+13,675
+163% +$765K ﹤0.01% 1719
2025
Q2 		$467K Sell
8,401
-8,788
-51% -$488K ﹤0.01% 2276
2025
Q1 		$967K Sell
17,189
-1,847
-10% -$105K ﹤0.01% 1615
2024
Q4 		$1.09M Buy
19,036
+5,377
+39% +$309K ﹤0.01% 1490
2024
Q3 		$794K Buy
13,659
+2,135
+19% +$123K ﹤0.01% 1533
2024
Q2 		$655K Buy
11,524
+1,757
+18% +$100K ﹤0.01% 1478
2024
Q1 		$562K Buy
9,767
+203
+2% +$11.7K ﹤0.01% 1511
2023
Q4 		$554K Sell
9,564
-435
-4% -$24.3K ﹤0.01% 1440
2023
Q3 		$548K Buy
+9,999
New +$562K ﹤0.01% 1376

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

Wealth Enhancement Advisory Services's CMF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares California Muni Bond ETF (CMF) stake by 18% in Q2 2026, buying an estimated $177K and bringing the position to 20,789 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Wealth Enhancement Advisory Services first reported a position in CMF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,789 shares of iShares California Muni Bond ETF worth $1.19M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,100 iShares California Muni Bond ETF shares in Q2 2026, an estimated $177K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1948 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares California Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares California Muni Bond ETF position peaked at $1.33M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.