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RHS Financial’s iShares California Muni Bond ETF CMF Stock Holding History

RHS Financial’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
Q1 		$391K Buy
6,883
+105
+2% +$6.06K 0.19% 95
2025
Q4 		$389K Sell
6,778
-3,342
-33% -$192K 0.19% 84
2025
Q3 		$577K Sell
10,120
-1,067
-10% -$59.7K 0.3% 64
2025
Q2 		$624K Sell
11,187
-17,669
-61% -$981K 0.35% 56
2025
Q1 		$1.62M Sell
28,856
-2,065
-7% -$117K 0.91% 33
2024
Q4 		$1.77M Sell
30,921
-11,454
-27% -$659K 0.92% 35
2024
Q3 		$2.46M Buy
42,375
+1,379
+3% +$79.4K 1.24% 25
2024
Q2 		$2.33M Buy
40,996
+4,647
+13% +$264K 1.43% 21
2024
Q1 		$2.09M Buy
36,349
+13,054
+56% +$753K 1.22% 21
2023
Q4 		$1.35M Sell
23,295
-1,919
-8% -$107K 0.85% 30
2023
Q3 		$1.38M Sell
25,214
-2,780
-10% -$156K 0.97% 28
2023
Q2 		$1.59M Sell
27,994
-2,574
-8% -$147K 1.17% 26
2023
Q1 		$1.76M Buy
30,568
+1,918
+7% +$109K 1.33% 23
2022
Q4 		$1.61M Sell
28,650
-2,513
-8% -$139K 1.28% 25
2022
Q3 		$1.69M Sell
31,163
-3,432
-10% -$194K 1.5% 25
2022
Q2 		$1.95M Buy
34,595
+10,007
+41% +$565K 1.61% 21
2022
Q1 		$1.43M Buy
24,588
+3,346
+16% +$201K 1.05% 33
2021
Q4 		$1.32M Sell
21,242
-10,149
-32% -$631K 0.92% 33
2021
Q3 		$1.95M Buy
31,391
+3,599
+13% +$226K 1.42% 24
2021
Q2 		$1.74M Buy
27,792
+11,587
+72% +$724K 1.3% 27
2021
Q1 		$1.01M Sell
16,205
-1,316
-8% -$82.3K 0.84% 37
2020
Q4 		$1.1M Buy
17,521
+4,122
+31% +$257K 0.94% 33
2020
Q3 		$836K Buy
13,399
+516
+4% +$32.3K 0.84% 35
2020
Q2 		$801K Sell
12,883
-712
-5% -$43.6K 0.94% 34
2020
Q1 		$823K Sell
13,595
-3,728
-22% -$228K 1.1% 30
2019
Q4 		$1.06M Sell
17,323
-902
-5% -$55.2K 1.11% 30
2019
Q3 		$1.12M Sell
18,225
-1,762
-9% -$108K 1.32% 26
2019
Q2 		$1.21M Sell
19,987
-249
-1% -$14.9K 1.52% 18
2019
Q1 		$1.21M Buy
20,236
+655
+3% +$38.5K 1.56% 20
2018
Q4 		$1.14M Buy
+19,581
New +$1.13M 1.65% 21

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RHS Financial's CMF Position: Q1 2026 in Review

RHS Financial increased its iShares California Muni Bond ETF (CMF) stake by 1.5% in Q1 2026, buying an estimated $6.06K and bringing the position to 6,883 shares worth $391K. The position accounts for 0.19% of the portfolio, ranked #95.

RHS Financial first reported a position in CMF in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q3 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • RHS Financial held 6,883 shares of iShares California Muni Bond ETF worth $391K as of Q1 2026.
  • RHS Financial bought 105 iShares California Muni Bond ETF shares in Q1 2026, an estimated $6.06K.
  • iShares California Muni Bond ETF made up 0.19% of RHS Financial's portfolio in Q1 2026, its #95 holding.
  • RHS Financial first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • RHS Financial's iShares California Muni Bond ETF position peaked at $2.46M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.