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Action Point Financial Planning’s iShares California Muni Bond ETF CMF Stock Holding History

Action Point Financial Planning’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 		$227K Hold
3,944
– – 0.02% 403
2026
Q1 		$224K Buy
+3,944
New +$228K 0.2% 61

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

Action Point Financial Planning's CMF Position: Q2 2026 in Review

Action Point Financial Planning held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 3,944 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #403.

Action Point Financial Planning first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Action Point Financial Planning held 3,944 shares of iShares California Muni Bond ETF worth $227K as of Q2 2026.
  • Action Point Financial Planning left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #403 holding.
  • Action Point Financial Planning first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.