2WWM
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21 West Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

21 West Wealth Management’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 		$3.05M Buy
52,882
+2,961
+6% +$170K 2.6% 13
2026
Q1 		$2.84M Buy
49,921
+797
+2% +$46K 2.64% 13
2025
Q4 		$2.82M Buy
49,124
+7,661
+18% +$440K 2.58% 14
2025
Q3 		$2.37M Buy
41,463
+12,368
+43% +$692K 2.24% 18
2025
Q2 		$1.62M Buy
+29,095
New +$1.62M 1.64% 24

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

21 West Wealth Management's CMF Position: Q2 2026 in Review

21 West Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 5.9% in Q2 2026, buying an estimated $170K and bringing the position to 52,882 shares worth $3.05M. The position accounts for 2.6% of the portfolio, ranked #13.

21 West Wealth Management first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • 21 West Wealth Management held 52,882 shares of iShares California Muni Bond ETF worth $3.05M as of Q2 2026.
  • 21 West Wealth Management bought 2,961 iShares California Muni Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares California Muni Bond ETF made up 2.6% of 21 West Wealth Management's portfolio in Q2 2026, its #13 holding.
  • 21 West Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.