Wealthfront Advisers
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Wealthfront Advisers’s iShares California Muni Bond ETF CMF Stock Holding History

Wealthfront Advisers’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 		$353M Buy
6,199,721
+1,089,990
+21% +$62.9M 0.77% 24
2025
Q4 		$294M Buy
5,109,731
+1,151,376
+29% +$66.1M 0.66% 25
2025
Q3 		$226M Sell
3,958,355
-4,689,842
-54% -$262M 0.53% 28
2025
Q2 		$482M Sell
8,648,197
-303,682
-3% -$16.9M 1.24% 17
2025
Q1 		$504M Buy
8,951,879
+2,124,579
+31% +$121M 1.35% 16
2024
Q4 		$391M Buy
6,827,300
+6,807,783
+34,881% +$391M 1.14% 17
2024
Q3 		$1.13M Buy
19,517
+2,550
+15% +$147K ﹤0.01% 622
2024
Q2 		$965K Sell
16,967
-111
-0.6% -$6.32K ﹤0.01% 631
2024
Q1 		$983K Buy
17,078
+4,358
+34% +$251K ﹤0.01% 619
2023
Q4 		$737K Sell
12,720
-7,996
-39% -$446K ﹤0.01% 643
2023
Q3 		$1.14M Sell
20,716
-2,581
-11% -$145K ﹤0.01% 527
2023
Q2 		$1.33M Buy
23,297
+1,588
+7% +$90.5K 0.01% 502
2023
Q1 		$1.25M Buy
21,709
+2,735
+14% +$156K 0.01% 491
2022
Q4 		$1.06M Buy
18,974
+12,793
+207% +$710K 0.01% 501
2022
Q3 		$335K Buy
6,181
+2,253
+57% +$128K ﹤0.01% 671
2022
Q2 		$222K Buy
+3,928
New +$222K ﹤0.01% 741

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers's CMF Position: Q1 2026 in Review

Wealthfront Advisers increased its iShares California Muni Bond ETF (CMF) stake by 21% in Q1 2026, buying an estimated $62.9M and bringing the position to 6,199,721 shares worth $353M. The position accounts for 0.77% of the portfolio, ranked #24.

Wealthfront Advisers first reported a position in CMF in Q2 2022 and has held it in 16 quarters since. The position peaked at $504M in Q1 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Wealthfront Advisers held 6,199,721 shares of iShares California Muni Bond ETF worth $353M as of Q1 2026.
  • Wealthfront Advisers bought 1,089,990 iShares California Muni Bond ETF shares in Q1 2026, an estimated $62.9M.
  • iShares California Muni Bond ETF made up 0.77% of Wealthfront Advisers's portfolio in Q1 2026, its #24 holding.
  • Wealthfront Advisers first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Wealthfront Advisers's iShares California Muni Bond ETF position peaked at $504M in Q1 2025.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.