HWP
CMF icon

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

Highline Wealth 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 		$340K Sell
5,893
-443
-7% -$25.4K 0.07% 86
2026
Q1 		$360K Buy
6,336
+30
+0.5% +$1.73K 0.09% 65
2025
Q4 		$362K Buy
6,306
+18
+0.3% +$1.03K 0.1% 54
2025
Q3 		$359K Buy
6,288
+48
+0.8% +$2.69K 0.1% 81
2025
Q2 		$348K Sell
6,240
-651
-9% -$36.1K 0.1% 81
2025
Q1 		$388K Buy
6,891
+33
+0.5% +$1.88K 0.13% 76
2024
Q4 		$393K Buy
6,858
+65
+1% +$3.74K 0.13% 78
2024
Q3 		$395K Sell
6,793
-351
-5% -$20.2K 0.13% 82
2024
Q2 		$406K Buy
7,144
+50
+0.7% +$2.85K 0.15% 80
2024
Q1 		$408K Buy
7,094
+2,749
+63% +$159K 0.17% 79
2023
Q4 		$252K Buy
4,345
+921
+27% +$51.4K 0.12% 90
2023
Q3 		$188K Buy
3,424
+20
+0.6% +$1.13K 0.12% 87
2023
Q2 		$194K Buy
3,404
+18
+0.5% +$1.02K 0.12% 87
2023
Q1 		$194K Buy
3,386
+13
+0.4% +$740 0.13% 87
2022
Q4 		$189K Buy
+3,373
New +$187K 0.14% 91

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
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
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Highline Wealth Partners's CMF Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares California Muni Bond ETF (CMF) stake by 7% in Q2 2026, selling an estimated $25.4K and leaving 5,893 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #86.

Highline Wealth Partners first reported a position in CMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $408K in Q1 2024. 67 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Highline Wealth Partners held 5,893 shares of iShares California Muni Bond ETF worth $340K as of Q2 2026.
  • Highline Wealth Partners sold 443 iShares California Muni Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares California Muni Bond ETF made up 0.07% of Highline Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Highline Wealth Partners first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Highline Wealth Partners's iShares California Muni Bond ETF position peaked at $408K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.