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
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 $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth's CMF Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares California Muni Bond ETF (CMF) stake by 18% in Q1 2026, buying an estimated $3.48M and bringing the position to 404,359 shares worth $23M. The position accounts for 0.03% of the portfolio, ranked #461.

Focus Partners Wealth first reported a position in CMF in Q3 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Focus Partners Wealth held 404,359 shares of iShares California Muni Bond ETF worth $23M as of Q1 2026.
  • Focus Partners Wealth bought 60,405 iShares California Muni Bond ETF shares in Q1 2026, an estimated $3.48M.
  • iShares California Muni Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #461 holding.
  • Focus Partners Wealth first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.