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 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 $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's CMF Position: Q1 2026 in Review

Root Financial Partners reduced its iShares California Muni Bond ETF (CMF) stake by 43% in Q1 2026, selling an estimated $57.7K and leaving 1,314 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Root Financial Partners first reported a position in CMF in Q1 2023 and has held it in 5 quarters since. The position peaked at $270K in Q1 2023. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Root Financial Partners held 1,314 shares of iShares California Muni Bond ETF worth $74.7K as of Q1 2026.
Root Financial Partners sold 1,000 iShares California Muni Bond ETF shares in Q1 2026, an estimated $57.7K.
iShares California Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #699 holding.
Root Financial Partners first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 5 quarters since.
Root Financial Partners's iShares California Muni Bond ETF position peaked at $270K in Q1 2023.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.