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Robertson Stephens Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Robertson Stephens Wealth 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
2026
Q2 		$372K Buy
6,454
+300
+5% +$17.2K 0.01% 486
2026
Q1 		$350K Buy
+6,154
New +$355K 0.01% 476

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

Robertson Stephens Wealth Management's CMF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 4.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 6,454 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #486.

Robertson Stephens Wealth Management first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,454 shares of iShares California Muni Bond ETF worth $372K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 300 iShares California Muni Bond ETF shares in Q2 2026, an estimated $17.2K.
  • iShares California Muni Bond ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.