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Falcon Wealth Planning’s iShares California Muni Bond ETF CMF Stock Holding History

Falcon Wealth 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 		$327K Sell
5,675
-431
-7% -$24.7K 0.02% 182
2026
Q1 		$347K Buy
6,106
+990
+19% +$57.1K 0.02% 163
2025
Q4 		$294K Sell
5,116
-139
-3% -$7.98K 0.02% 169
2025
Q3 		$300K Sell
5,255
-692
-12% -$38.7K 0.03% 150
2025
Q2 		$331K Sell
5,947
-2,949
-33% -$164K 0.03% 132
2025
Q1 		$501K Sell
8,896
-108
-1% -$6.14K 0.06% 104
2024
Q4 		$516K Buy
9,004
+4,393
+95% +$253K 0.06% 94
2024
Q3 		$268K Sell
4,611
-831
-15% -$47.9K 0.03% 129
2024
Q2 		$310K Sell
5,442
-711
-12% -$40.5K 0.04% 105
2024
Q1 		$354K Hold
6,153
– – 0.06% 103
2023
Q4 		$357K Buy
6,153
+328
+6% +$18.3K 0.06% 92
2023
Q3 		$319K Sell
5,825
-823
-12% -$46.3K 0.07% 79
2023
Q2 		$379K Sell
6,648
-715
-10% -$40.7K 0.08% 68
2023
Q1 		$423K Sell
7,363
-121
-2% -$6.88K 0.11% 60
2022
Q4 		$420K Sell
7,484
-44
-0.6% -$2.44K 0.12% 57
2022
Q3 		$408K Sell
7,528
-54
-0.7% -$3.06K 0.14% 51
2022
Q2 		$428K Sell
7,582
-1,631
-18% -$92.1K 0.15% 54
2022
Q1 		$536K Sell
9,213
-2,154
-19% -$130K 0.17% 46
2021
Q4 		$709K Sell
11,367
-717
-6% -$44.5K 0.23% 37
2021
Q3 		$750K Buy
12,084
+2,876
+31% +$180K 0.29% 32
2021
Q2 		$577K Sell
9,208
-1,842
-17% -$115K 0.25% 38
2021
Q1 		$686K Buy
11,050
+799
+8% +$49.9K 0.34% 29
2020
Q4 		$644K Buy
+10,251
New +$640K 0.36% 29

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
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
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 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

Falcon Wealth Planning's CMF Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares California Muni Bond ETF (CMF) stake by 7.1% in Q2 2026, selling an estimated $24.7K and leaving 5,675 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #182.

Falcon Wealth Planning first reported a position in CMF in Q4 2020 and has held it in 23 quarters since. The position peaked at $750K in Q3 2021. 117 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Falcon Wealth Planning held 5,675 shares of iShares California Muni Bond ETF worth $327K as of Q2 2026.
  • Falcon Wealth Planning sold 431 iShares California Muni Bond ETF shares in Q2 2026, an estimated $24.7K.
  • iShares California Muni Bond ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #182 holding.
  • Falcon Wealth Planning first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Falcon Wealth Planning's iShares California Muni Bond ETF position peaked at $750K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.