Fort Point Capital Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Fort Point Capital Partners’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	$469K	Buy	8,132 +2,387	+42%	+$137K	0.03%	173
2026 Q1	$327K	Hold	5,745	–	–	0.04%	178
2025 Q4	$332K	Sell	5,745 -881	-13%	-$50.6K	0.04%	187
2025 Q3	$378K	Sell	6,626 -503	-7%	-$28.1K	0.04%	166
2025 Q2	$397K	Buy	7,129 +1,108	+18%	+$61.5K	0.03%	248
2025 Q1	$339K	Sell	6,021 -115	-2%	-$6.54K	0.04%	252
2024 Q4	$351K	Hold	6,136	–	–	0.04%	241
2024 Q3	$357K	Buy	+6,136	New	+$353K	0.04%	218

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Fort Point Capital Partners's CMF Position: Q2 2026 in Review

Fort Point Capital Partners increased its iShares California Muni Bond ETF (CMF) stake by 42% in Q2 2026, buying an estimated $137K and bringing the position to 8,132 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #173.

Fort Point Capital Partners first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Fort Point Capital Partners held 8,132 shares of iShares California Muni Bond ETF worth $469K as of Q2 2026.
Fort Point Capital Partners bought 2,387 iShares California Muni Bond ETF shares in Q2 2026, an estimated $137K.
iShares California Muni Bond ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #173 holding.
Fort Point Capital Partners first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.