PRP
CMF icon

Peak Retirement Planning’s iShares California Muni Bond ETF CMF Stock Holding History

Peak Retirement 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 		– Sell
-6,342
Closed -$361K – 196
2026
Q1 		$361K Buy
+6,342
New +$366K 0.07% 111

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

Peak Retirement Planning's CMF Position: Q2 2026 in Review

Peak Retirement Planning sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 6,342 shares — an estimated $361K sold.

Peak Retirement Planning first reported a position in CMF in Q1 2026 and held it in 1 quarter. The position peaked at $361K in Q1 2026. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Peak Retirement Planning reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Peak Retirement Planning sold 6,342 iShares California Muni Bond ETF shares in Q2 2026, an estimated $361K.
  • Peak Retirement Planning first reported a position in iShares California Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Peak Retirement Planning's iShares California Muni Bond ETF position peaked at $361K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.