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Roof Eidam Maycock Peralta (REMP)’s iShares California Muni Bond ETF CMF Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 		$1.02M Hold
17,867
– – 0.23% 61
2025
Q4 		$1.03M Hold
17,867
– – 0.23% 60
2025
Q3 		$1.02M Buy
+17,867
New +$1,000K 0.25% 58

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 $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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

Roof Eidam Maycock Peralta (REMP)'s CMF Position: Q1 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 17,867 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #61.

Roof Eidam Maycock Peralta (REMP) first reported a position in CMF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 348 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Roof Eidam Maycock Peralta (REMP) held 17,867 shares of iShares California Muni Bond ETF worth $1.02M as of Q1 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
  • iShares California Muni Bond ETF made up 0.23% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q1 2026, its #61 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares California Muni Bond ETF position peaked at $1.03M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2026, filed 14 May 2026.