Running Point Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$1.62M	Buy	28,265 +61	+0.2%	+$3.5K	0.44%	48
2025 Q3	$1.61M	Buy	28,204 +364	+1%	+$20.4K	0.43%	46
2025 Q2	$1.55M	Buy	27,840 +1,050	+4%	+$58.3K	0.43%	43
2025 Q1	$1.51M	Hold	26,790	–	–	0.48%	43
2024 Q4	$1.53M	Sell	26,790 -264	-1%	-$15.2K	0.53%	37
2024 Q3	$1.57M	Hold	27,054	–	–	0.61%	38
2024 Q2	$1.54M	Hold	27,054	–	–	0.64%	39
2024 Q1	$1.56M	Hold	27,054	–	–	0.7%	37
2023 Q4	$1.57M	Sell	27,054 -7,171	-21%	-$400K	0.76%	35
2023 Q3	$1.88M	Sell	34,225 -1,121	-3%	-$63.1K	1.09%	22
2023 Q2	$2.01M	Hold	35,346	–	–	1.13%	22
2023 Q1	$2.03M	Hold	35,346	–	–	1.23%	22
2022 Q4	$1.98M	Buy	35,346 +6,487	+22%	+$360K	1.22%	22
2022 Q3	$1.56M	Buy	28,859 +14,331	+99%	+$811K	1.04%	23
2022 Q2	$820K	Buy	+14,528	New	+$821K	0.53%	32

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

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 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

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

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

Running Point Capital Advisors's CMF Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.22% in Q4 2025, buying an estimated $3.5K and bringing the position to 28,265 shares worth $1.62M. The position accounts for 0.44% of the portfolio, ranked #48.

Running Point Capital Advisors first reported a position in CMF in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.03M in Q1 2023. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

Running Point Capital Advisors held 28,265 shares of iShares California Muni Bond ETF worth $1.62M as of Q4 2025.
Running Point Capital Advisors bought 61 iShares California Muni Bond ETF shares in Q4 2025, an estimated $3.5K.
iShares California Muni Bond ETF made up 0.44% of Running Point Capital Advisors's portfolio in Q4 2025, its #48 holding.
Running Point Capital Advisors first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 15 quarters since.
Running Point Capital Advisors's iShares California Muni Bond ETF position peaked at $2.03M in Q1 2023.
336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.