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CMF icon

WealthCollab’s iShares California Muni Bond ETF CMF Stock Holding History

WealthCollab’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
Q1 		$2.64M Buy
46,376
+2,408
+5% +$139K 1.09% 22
2025
Q4 		$2.53M Buy
43,968
+2,230
+5% +$128K 1.03% 25
2025
Q3 		$2.38M Buy
41,738
+2,625
+7% +$147K 1.1% 24
2025
Q2 		$2.18M Buy
39,113
+3,664
+10% +$203K 1.23% 22
2025
Q1 		$2M Buy
35,449
+1,486
+4% +$84.5K 1.24% 22
2024
Q4 		$1.95M Buy
33,963
+4,897
+17% +$282K 1.25% 22
2024
Q3 		$1.69M Buy
29,066
+1,445
+5% +$83.2K 1.11% 23
2024
Q2 		$1.57M Buy
27,621
+5,493
+25% +$313K 1.13% 24
2024
Q1 		$1.27M Buy
22,128
+642
+3% +$37K 0.94% 23
2023
Q4 		$1.24M Buy
+21,486
New +$1.2M 0.97% 22

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return