Raub Brock Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Raub Brock Capital Management’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
2025 Q2	–	Sell	-412,617	Closed	-$23.2M	–	40
2025 Q1	$23.2M	Buy	412,617 +1,217	+0.3%	+$69.2K	5.19%	2
2024 Q4	$23.6M	Buy	411,400 +3,880	+1%	+$223K	5.01%	3
2024 Q3	$23.7M	Sell	407,520 -910	-0.2%	-$52.4K	4.81%	2
2024 Q2	$23.2M	Sell	408,430 -315	-0.1%	-$17.9K	5.07%	2
2024 Q1	$23.5M	Sell	408,745 -10,020	-2%	-$578K	4.98%	2
2023 Q4	$24.3M	Buy	+418,765	New	+$23.4M	5.08%	2
2017 Q1	–	Sell	-56,510	Closed	-$3.26M	–	38
2016 Q4	$3.26M	Buy	+56,510	New	+$3.3M	1%	30

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raub Brock Capital Management's CMF Position: Q2 2025 in Review

Raub Brock Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 412,617 shares — an estimated $23.2M sold.

Raub Brock Capital Management first reported a position in CMF in Q4 2016 and held it in 7 quarters. The position peaked at $24.3M in Q4 2023. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

Raub Brock Capital Management reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Raub Brock Capital Management sold 412,617 iShares California Muni Bond ETF shares in Q2 2025, an estimated $23.2M.
Raub Brock Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Raub Brock Capital Management's iShares California Muni Bond ETF position peaked at $24.3M in Q4 2023.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Raub Brock Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.