Wealthspire Advisors (New York)’s iShares California Muni Bond ETF CMF Stock Holding History

Wealthspire Advisors (New York)’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	$1.32M	Buy	23,274 +3	+0%	+$173	0.01%	354
2025 Q4	$1.34M	Sell	23,271 -23,263	-50%	-$1.34M	0.01%	368
2025 Q3	$2.65M	Buy	46,534 +912	+2%	+$51K	0.01%	234
2025 Q2	$2.54M	Sell	45,622 -13,616	-23%	-$756K	0.01%	245
2025 Q1	$3.33M	Buy	59,238 +35,677	+151%	+$2.03M	0.02%	195
2024 Q4	$1.35M	Buy	23,561 +1,044	+5%	+$60K	0.01%	311
2024 Q3	$1.31M	Buy	+22,517	New	+$1.3M	0.01%	325
2019 Q1	–	Sell	-486	Closed	-$28K	–	191
2018 Q4	$28K	Buy	+486	New	+$28K	﹤0.01%	271

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s CMF Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares California Muni Bond ETF (CMF) stake by 0.01% in Q1 2026, buying an estimated $173 and bringing the position to 23,274 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #354.

Wealthspire Advisors (New York) first reported a position in CMF in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.33M in Q1 2025. 350 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Wealthspire Advisors (New York) held 23,274 shares of iShares California Muni Bond ETF worth $1.32M as of Q1 2026.
Wealthspire Advisors (New York) bought 3 iShares California Muni Bond ETF shares in Q1 2026, an estimated $173.
iShares California Muni Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #354 holding.
Wealthspire Advisors (New York) first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s iShares California Muni Bond ETF position peaked at $3.33M in Q1 2025.
350 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.