Highline Wealth Partners
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
Q3 		$321K Buy
5,937
+44
+0.7% +$2.48K 0.06% 93
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% +$2.68K 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% +$2.84K 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% +$1.12K 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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Highline Wealth Partners's CMF Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares California Muni Bond ETF (CMF) stake by 0.75% in Q3 2026, buying an estimated $2.48K and bringing the position to 5,937 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #93.

Highline Wealth Partners first reported a position in CMF in Q4 2022 and has held it in 16 quarters since. The position peaked at $408K in Q1 2024. 134 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Highline Wealth Partners held 5,937 shares of iShares California Muni Bond ETF worth $321K as of Q3 2026.
  • Highline Wealth Partners bought 44 iShares California Muni Bond ETF shares in Q3 2026, an estimated $2.48K.
  • iShares California Muni Bond ETF made up 0.06% of Highline Wealth Partners's portfolio in Q3 2026, its #93 holding.
  • Highline Wealth Partners first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's iShares California Muni Bond ETF position peaked at $408K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.