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Focus Partners Advisor Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Focus Partners Advisor Solutions’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 		$1.18M Sell
20,408
-4,783
-19% -$274K 0.01% 520
2026
Q1 		$1.43M Buy
25,191
+19,352
+331% +$1.12M 0.01% 442
2025
Q4 		$336K Sell
5,839
-5,839
-50% -$335K ﹤0.01% 855
2025
Q3 		$671K Buy
11,678
+5,839
+100% +$327K 0.01% 652
2025
Q2 		$325K Sell
5,839
-6,150
-51% -$341K ﹤0.01% 824
2025
Q1 		$675K Buy
+11,989
New +$681K 0.01% 498

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

Focus Partners Advisor Solutions's CMF Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares California Muni Bond ETF (CMF) stake by 19% in Q2 2026, selling an estimated $274K and leaving 20,408 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #520.

Focus Partners Advisor Solutions first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2026. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Focus Partners Advisor Solutions held 20,408 shares of iShares California Muni Bond ETF worth $1.18M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 4,783 iShares California Muni Bond ETF shares in Q2 2026, an estimated $274K.
  • iShares California Muni Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #520 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Focus Partners Advisor Solutions's iShares California Muni Bond ETF position peaked at $1.43M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.