RVW Wealth
CMF icon

RVW Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

RVW Wealth’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 		$536K Sell
9,896
-340
-3% -$19.1K 0.03% 116
2026
Q2 		$590K Sell
10,236
-1,661
-14% -$95.1K 0.04% 103
2026
Q1 		$676K Buy
+11,897
New +$686K 0.05% 92

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
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
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

RVW Wealth's CMF Position: Q3 2026 in Review

RVW Wealth reduced its iShares California Muni Bond ETF (CMF) stake by 3.3% in Q3 2026, selling an estimated $19.1K and leaving 9,896 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #116.

RVW Wealth first reported a position in CMF in Q1 2026 and has held it in 3 quarters since. The position peaked at $676K in Q1 2026. 73 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • RVW Wealth held 9,896 shares of iShares California Muni Bond ETF worth $536K as of Q3 2026.
  • RVW Wealth sold 340 iShares California Muni Bond ETF shares in Q3 2026, an estimated $19.1K.
  • iShares California Muni Bond ETF made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #116 holding.
  • RVW Wealth first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • RVW Wealth's iShares California Muni Bond ETF position peaked at $676K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.