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Rosenblum Silverman Sutton’s iShares California Muni Bond ETF CMF Stock Holding History

Rosenblum Silverman Sutton’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 		$241K Buy
+4,185
New +$240K 0.06% 76
2025
Q3 		– Sell
-3,980
Closed -$222K – 79
2025
Q2 		$222K Buy
+3,980
New +$221K 0.05% 76
2024
Q3 		– Sell
-4,600
Closed -$262K – 80
2024
Q2 		$262K Hold
4,600
– – 0.07% 71
2024
Q1 		$265K Buy
+4,600
New +$265K 0.08% 72

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

Rosenblum Silverman Sutton's CMF Position: Q2 2026 in Review

Rosenblum Silverman Sutton opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 4,185 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Rosenblum Silverman Sutton previously reported a position in CMF as recently as Q2 2025.

Rosenblum Silverman Sutton first reported a position in CMF in Q1 2024 and has held it in 4 quarters since. The position peaked at $265K in Q1 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Rosenblum Silverman Sutton held 4,185 shares of iShares California Muni Bond ETF worth $241K as of Q2 2026.
  • iShares California Muni Bond ETF was a new Rosenblum Silverman Sutton position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.06% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #76 holding.
  • Rosenblum Silverman Sutton first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Rosenblum Silverman Sutton's iShares California Muni Bond ETF position peaked at $265K in Q1 2024.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.