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Retirement Planning Group (Kansas)’s iShares California Muni Bond ETF CMF Stock Holding History

Retirement Planning Group (Kansas)’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 		$237K Buy
4,120
+30
+0.7% +$1.72K 0.01% 493
2026
Q1 		$233K Buy
4,090
+20
+0.5% +$1.15K 0.01% 448
2025
Q4 		$234K Buy
4,070
+40
+1% +$2.3K 0.01% 382
2025
Q3 		$230K Buy
4,030
+31
+0.8% +$1.73K 0.01% 373
2025
Q2 		$223K Buy
+3,999
New +$222K 0.01% 291

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

Retirement Planning Group (Kansas)'s CMF Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares California Muni Bond ETF (CMF) stake by 0.73% in Q2 2026, buying an estimated $1.72K and bringing the position to 4,120 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #493.

Retirement Planning Group (Kansas) first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,120 shares of iShares California Muni Bond ETF worth $237K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 30 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.72K.
  • iShares California Muni Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #493 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.