Richards, Merrill & Peterson
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Richards, Merrill & Peterson’s iShares California Muni Bond ETF CMF Stock Holding History

Richards, Merrill & Peterson’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
Q3 		$73.1K Hold
1,350
– – 0.02% 232
2026
Q2 		$77.8K Buy
1,350
+125
+10% +$7.16K 0.02% 230
2026
Q1 		$69.7K Hold
1,225
– – 0.03% 221
2025
Q4 		$70.4K Buy
+1,225
New +$70.3K 0.03% 208

Other funds holding CMF

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Fidelity Investments
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Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Richards, Merrill & Peterson's CMF Position: Q3 2026 in Review

Richards, Merrill & Peterson held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 1,350 shares worth $73.1K. The position accounts for 0.02% of the portfolio, ranked #232.

Richards, Merrill & Peterson first reported a position in CMF in Q4 2025 and has held it in 4 quarters since. The position peaked at $77.8K in Q2 2026. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Richards, Merrill & Peterson held 1,350 shares of iShares California Muni Bond ETF worth $73.1K as of Q3 2026.
  • Richards, Merrill & Peterson left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
  • iShares California Muni Bond ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #232 holding.
  • Richards, Merrill & Peterson first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Richards, Merrill & Peterson's iShares California Muni Bond ETF position peaked at $77.8K in Q2 2026.
  • 242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.