WFA of San Diego’s iShares California Muni Bond ETF CMF Stock Holding History

WFA of San Diego’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	–	Sell	-254	Closed	-$14.6K	–	407
2025 Q4	$14.6K	Hold	254	–	–	0.01%	291
2025 Q3	$14.5K	Sell	254 -211	-45%	-$11.8K	0.01%	298
2025 Q2	$25.9K	Buy	+465	New	+$25.8K	0.02%	251
2023 Q1	–	Sell	-163	Closed	-$9.15K	–	121
2022 Q4	$9.15K	Buy	+163	New	+$9.05K	0.01%	363
2022 Q3	–	Sell	-167	Closed	-$9K	–	135
2022 Q2	$9K	Buy	+167	New	+$9.43K	0.01%	276

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 $5.77B AUM 14.56% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFA of San Diego's CMF Position: Q1 2026 in Review

WFA of San Diego sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 254 shares — an estimated $14.6K sold.

WFA of San Diego first reported a position in CMF in Q2 2022 and held it in 5 quarters. The position peaked at $25.9K in Q2 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

WFA of San Diego reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
WFA of San Diego sold 254 iShares California Muni Bond ETF shares in Q1 2026, an estimated $14.6K.
WFA of San Diego first reported a position in iShares California Muni Bond ETF in Q2 2022 and held it in 5 quarters.
WFA of San Diego's iShares California Muni Bond ETF position peaked at $25.9K in Q2 2025.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.