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Kerr Financial Planning’s iShares California Muni Bond ETF CMF Stock Holding History

Kerr Financial Planning’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 		$20.8K Buy
361
+2
+0.6% +$115 0.02% 277
2026
Q1 		$20.6K Buy
359
+4
+1% +$231 0.01% 276
2025
Q4 		$20.6K Buy
355
+1
+0.3% +$57 0.03% 276
2025
Q3 		$20.3K Buy
+354
New +$19.8K 0.03% 267

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Kerr Financial Planning's CMF Position: Q2 2026 in Review

Kerr Financial Planning increased its iShares California Muni Bond ETF (CMF) stake by 0.56% in Q2 2026, buying an estimated $115 and bringing the position to 361 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #277.

Kerr Financial Planning first reported a position in CMF in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Kerr Financial Planning held 361 shares of iShares California Muni Bond ETF worth $20.8K as of Q2 2026.
  • Kerr Financial Planning bought 2 iShares California Muni Bond ETF shares in Q2 2026, an estimated $115.
  • iShares California Muni Bond ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #277 holding.
  • Kerr Financial Planning first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.