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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
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

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

Matthew Hamilton Rosenberg's CMF Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 518 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #498.

Matthew Hamilton Rosenberg first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Matthew Hamilton Rosenberg held 518 shares of iShares California Muni Bond ETF worth $29.9K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #498 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.