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 Q3	$411K	Buy	+7,597	New	+$427K	0.01%	259
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Root Financial Partners's CMF Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 7,597 shares worth $411K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMF as recently as Q1 2026.

Root Financial Partners first reported a position in CMF in Q1 2023 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Root Financial Partners held 7,597 shares of iShares California Muni Bond ETF worth $411K as of Q3 2026.
iShares California Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares California Muni Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #259 holding.
Root Financial Partners first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.