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Rose Capital Advisors LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Rose Capital Advisors LLC’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 		$300K Buy
+5,202
New +$298K 0.15% 84

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B
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BlackRock
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WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Rose Capital Advisors LLC's CMF Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 5,202 shares worth $300K. The stake represents 0.15% of the portfolio and ranks #84 among its holdings.

225 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Rose Capital Advisors LLC held 5,202 shares of iShares California Muni Bond ETF worth $300K as of Q2 2026.
  • iShares California Muni Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.15% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #84 holding.
  • 225 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.