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

Root Financial Partners’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	–	Sell	-1,314	Closed	-$74.7K	–	957
2026 Q1	$74.7K	Sell	1,314 -1,000	-43%	-$57.7K	﹤0.01%	699
2025 Q4	$133K	Buy	2,314 +1,535	+197%	+$88.1K	0.01%	376
2025 Q3	$44.4K	Buy	+779	New	+$43.6K	﹤0.01%	709
2023 Q3	–	Sell	-4,557	Closed	-$260K	–	70
2023 Q2	$260K	Sell	4,557 -138	-3%	-$7.86K	0.15%	57
2023 Q1	$270K	Buy	+4,695	New	+$267K	0.19%	55

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Root Financial Partners's CMF Position: Q2 2026 in Review

Root Financial Partners sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 1,314 shares — an estimated $74.7K sold.

Root Financial Partners first reported a position in CMF in Q1 2023 and held it in 5 quarters. The position peaked at $270K in Q1 2023. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Root Financial Partners reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,314 iShares California Muni Bond ETF shares in Q2 2026, an estimated $74.7K.
Root Financial Partners first reported a position in iShares California Muni Bond ETF in Q1 2023 and held it in 5 quarters.
Root Financial Partners's iShares California Muni Bond ETF position peaked at $270K in Q1 2023.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.