GWM
CMF icon

GoalFusion Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

GoalFusion Wealth Management’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 		$432K Hold
7,500
– – 0.17% 25
2026
Q1 		$426K Buy
+7,500
New +$433K 0.19% 22

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

GoalFusion Wealth Management's CMF Position: Q2 2026 in Review

GoalFusion Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 7,500 shares worth $432K. The position accounts for 0.17% of the portfolio, ranked #25.

GoalFusion Wealth Management first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • GoalFusion Wealth Management held 7,500 shares of iShares California Muni Bond ETF worth $432K as of Q2 2026.
  • GoalFusion Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.17% of GoalFusion Wealth Management's portfolio in Q2 2026, its #25 holding.
  • GoalFusion Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.