Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.13M Buy
163,725
+9,538
+6% +$532K 0.02% 519
2025
Q1 		$8.68M Buy
154,187
+2,243
+1% +$126K 0.02% 500
2024
Q4 		$8.7M Buy
151,944
+44,130
+41% +$2.53M 0.02% 494
2024
Q3 		$6.27M Buy
+107,814
New +$6.27M 0.02% 501