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Wedbush Securities’s iShares California Muni Bond ETF CMF Stock Holding History

Wedbush Securities’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 		$2.02M Buy
35,010
+1,711
+5% +$98K 0.05% 286
2026
Q1 		$1.89M Buy
33,299
+1,346
+4% +$77.7K 0.06% 268
2025
Q4 		$1.84M Buy
31,953
+1,350
+4% +$77.5K 0.05% 277
2025
Q3 		$1.75M Hold
30,603
– – 0.06% 264
2025
Q2 		$1.71M Buy
30,603
+498
+2% +$27.6K 0.06% 260
2025
Q1 		$1.69M Hold
30,105
– – 0.06% 238
2024
Q4 		$1.72M Buy
30,105
+5,407
+22% +$311K 0.06% 225
2024
Q3 		$1.44M Buy
24,698
+18,170
+278% +$1.05M 0.05% 271
2024
Q2 		$371K Hold
6,528
– – 0.01% 762
2024
Q1 		$376K Hold
6,528
– – 0.01% 759
2023
Q4 		$378K Hold
6,528
– – 0.02% 667
2023
Q3 		$358K Hold
6,528
– – 0.02% 657
2023
Q2 		$372K Hold
6,528
– – 0.02% 659
2023
Q1 		$375K Sell
6,528
-1,986
-23% -$113K 0.02% 648
2022
Q4 		$478K Buy
8,514
+1,986
+30% +$110K 0.03% 537
2022
Q3 		$354K Sell
6,528
-2,000
-23% -$113K 0.02% 652
2022
Q2 		$481K Sell
8,528
-175
-2% -$9.88K 0.03% 541
2022
Q1 		$506K Hold
8,703
– – 0.02% 578
2021
Q4 		$542K Hold
8,703
– – 0.02% 589
2021
Q3 		$540K Hold
8,703
– – 0.03% 576
2021
Q2 		$545K Hold
8,703
– – 0.03% 591
2021
Q1 		$541K Hold
8,703
– – 0.03% 550
2020
Q4 		$547K Hold
8,703
– – 0.05% 430
2020
Q3 		$543K Hold
8,703
– – 0.05% 400
2020
Q2 		$541K Hold
8,703
– – 0.05% 395
2020
Q1 		$527K Sell
8,703
-1,000
-10% -$61.2K 0.06% 339
2019
Q4 		$594K Buy
9,703
+1,000
+11% +$61.2K 0.05% 401
2019
Q3 		$533K Hold
8,703
– – 0.05% 422
2019
Q2 		$528K Hold
8,703
– – 0.05% 408
2019
Q1 		$519K Hold
8,703
– – 0.06% 392
2018
Q4 		$509K Buy
+8,703
New +$501K 0.07% 345

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

Wedbush Securities's CMF Position: Q2 2026 in Review

Wedbush Securities increased its iShares California Muni Bond ETF (CMF) stake by 5.1% in Q2 2026, buying an estimated $98K and bringing the position to 35,010 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #286.

Wedbush Securities first reported a position in CMF in Q4 2018 and has held it in 31 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Wedbush Securities held 35,010 shares of iShares California Muni Bond ETF worth $2.02M as of Q2 2026.
  • Wedbush Securities bought 1,711 iShares California Muni Bond ETF shares in Q2 2026, an estimated $98K.
  • iShares California Muni Bond ETF made up 0.05% of Wedbush Securities's portfolio in Q2 2026, its #286 holding.
  • Wedbush Securities first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.