Rothschild Investment LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Rothschild Investment LLC’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	$43.2K	Hold	750	–	–	﹤0.01%	1282
2026 Q1	$42.6K	Hold	750	–	–	﹤0.01%	1167
2025 Q4	$43.1K	Hold	750	–	–	﹤0.01%	1071
2025 Q3	$42.8K	Hold	750	–	–	﹤0.01%	1034
2025 Q2	$41.8K	Hold	750	–	–	﹤0.01%	823
2025 Q1	$42.2K	Hold	750	–	–	﹤0.01%	811
2024 Q4	$43K	Hold	750	–	–	﹤0.01%	815
2024 Q3	$43.6K	Hold	750	–	–	﹤0.01%	810
2024 Q2	$42.7K	Hold	750	–	–	﹤0.01%	778
2024 Q1	$43.2K	Buy	+750	New	+$43.3K	﹤0.01%	759

Other funds holding CMF

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Rothschild Investment LLC's CMF Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 750 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Rothschild Investment LLC first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.6K in Q3 2024. 225 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Rothschild Investment LLC held 750 shares of iShares California Muni Bond ETF worth $43.2K as of Q2 2026.
Rothschild Investment LLC left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1282 holding.
Rothschild Investment LLC first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's iShares California Muni Bond ETF position peaked at $43.6K in Q3 2024.
225 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.