Life Planning Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Life Planning 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	$614K	Buy	10,644 +2,307	+28%	+$132K	0.46%	41
2026 Q1	$474K	Hold	8,337	–	–	0.36%	45
2025 Q4	$479K	Hold	8,337	–	–	0.37%	44
2025 Q3	$476K	Hold	8,337	–	–	0.35%	45
2025 Q2	$465K	Hold	8,337	–	–	0.37%	43
2025 Q1	$469K	Hold	8,337	–	–	0.42%	41
2024 Q4	$478K	Buy	8,337 +900	+12%	+$51.8K	0.44%	40
2024 Q3	$432K	Buy	7,437 +876	+13%	+$50.5K	0.39%	41
2024 Q2	$373K	Hold	6,561	–	–	0.34%	45
2024 Q1	$378K	Hold	6,561	–	–	0.38%	46
2023 Q4	$380K	Buy	+6,561	New	+$366K	0.37%	46
2022 Q3	$601K	Buy	+11,087	New	+$628K	0.69%	30

Other funds holding CMF

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Life Planning Partners's CMF Position: Q2 2026 in Review

Life Planning Partners increased its iShares California Muni Bond ETF (CMF) stake by 28% in Q2 2026, buying an estimated $132K and bringing the position to 10,644 shares worth $614K. The position accounts for 0.46% of the portfolio, ranked #41.

Life Planning Partners first reported a position in CMF in Q3 2022 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Life Planning Partners held 10,644 shares of iShares California Muni Bond ETF worth $614K as of Q2 2026.
Life Planning Partners bought 2,307 iShares California Muni Bond ETF shares in Q2 2026, an estimated $132K.
iShares California Muni Bond ETF made up 0.46% of Life Planning Partners's portfolio in Q2 2026, its #41 holding.
Life Planning Partners first reported a position in iShares California Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.