Focus Partners Wealth
CMF icon

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

Focus Partners Wealth’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 		$26.2M Buy
455,178
+50,819
+13% +$2.91M 0.03% 450
2026
Q1 		$23M Buy
404,359
+60,405
+18% +$3.48M 0.03% 461
2025
Q4 		$19.8M Buy
343,954
+72,417
+27% +$4.16M 0.02% 488
2025
Q3 		$15.5M Buy
271,537
+107,812
+66% +$6.03M 0.03% 452
2025
Q2 		$9.13M Buy
163,725
+9,538
+6% +$530K 0.02% 520
2025
Q1 		$8.68M Buy
154,187
+2,243
+1% +$127K 0.02% 500
2024
Q4 		$8.7M Buy
151,944
+44,130
+41% +$2.54M 0.02% 496
2024
Q3 		$6.27M Buy
+107,814
New +$6.21M 0.02% 504

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 Wealth's CMF Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares California Muni Bond ETF (CMF) stake by 13% in Q2 2026, buying an estimated $2.91M and bringing the position to 455,178 shares worth $26.2M. The position accounts for 0.03% of the portfolio, ranked #450.

Focus Partners Wealth first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Focus Partners Wealth held 455,178 shares of iShares California Muni Bond ETF worth $26.2M as of Q2 2026.
  • Focus Partners Wealth bought 50,819 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.91M.
  • iShares California Muni Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #450 holding.
  • Focus Partners Wealth first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.