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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
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

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

Richards, Merrill & Peterson's CMF Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its iShares California Muni Bond ETF (CMF) stake by 10% in Q2 2026, buying an estimated $7.16K and bringing the position to 1,350 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #230.

Richards, Merrill & Peterson first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Richards, Merrill & Peterson held 1,350 shares of iShares California Muni Bond ETF worth $77.8K as of Q2 2026.
  • Richards, Merrill & Peterson bought 125 iShares California Muni Bond ETF shares in Q2 2026, an estimated $7.16K.
  • iShares California Muni Bond ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #230 holding.
  • Richards, Merrill & Peterson first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.