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Matthew Hamilton Rosenberg’s iShares California Muni Bond ETF CMF Stock Holding History

Matthew Hamilton Rosenberg’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 		$28K Hold
518
– – 0.01% 516
2026
Q2 		$29.9K Hold
518
– – 0.01% 498
2026
Q1 		$29.5K Hold
518
– – 0.01% 494
2025
Q4 		$29.8K Buy
+518
New +$29.7K 0.01% 491

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
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
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's CMF Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 518 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #516.

Matthew Hamilton Rosenberg first reported a position in CMF in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.9K in Q2 2026. 106 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Matthew Hamilton Rosenberg held 518 shares of iShares California Muni Bond ETF worth $28K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
  • iShares California Muni Bond ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #516 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Matthew Hamilton Rosenberg's iShares California Muni Bond ETF position peaked at $29.9K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.