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

RWA Wealth 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
Q2 		$18.1M Buy
314,017
+1,471
+0.5% +$84.2K 0.17% 80
2026
Q1 		$17.8M Buy
312,546
+49
+0% +$2.83K 0.19% 74
2025
Q4 		$18M Sell
312,497
-2,898
-0.9% -$166K 0.2% 74
2025
Q3 		$18M Sell
315,395
-28,683
-8% -$1.6M 0.2% 72
2025
Q2 		$19.2M Sell
344,078
-6,609
-2% -$367K 0.24% 63
2025
Q1 		$19.7M Sell
350,687
-15,224
-4% -$865K 0.25% 64
2024
Q4 		$21M Buy
365,911
+4,860
+1% +$279K 0.26% 58
2024
Q3 		$21M Buy
361,051
+29,151
+9% +$1.68M 0.26% 59
2024
Q2 		$18.9M Sell
331,900
-1,837
-0.6% -$105K 0.25% 65
2024
Q1 		$19.2M Buy
333,737
+1,439
+0.4% +$83K 0.26% 66
2023
Q4 		$19.3M Sell
332,298
-1,678
-0.5% -$93.6K 0.27% 60
2023
Q3 		$18.3M Sell
333,976
-1,664
-0.5% -$93.6K 0.4% 23
2023
Q2 		$19.1M Buy
335,640
+110
+0% +$6.27K 0.42% 22
2023
Q1 		$19.3M Buy
335,530
+3,029
+0.9% +$172K 0.46% 20
2022
Q4 		$19M Buy
332,501
+250,004
+303% +$13.9M 0.47% 21
2022
Q3 		$4.47M Buy
82,497
+632
+0.8% +$35.8K 0.32% 69
2022
Q2 		$4.62M Buy
+81,865
New +$4.62M 0.31% 69

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

RWA Wealth Partners's CMF Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares California Muni Bond ETF (CMF) stake by 0.47% in Q2 2026, buying an estimated $84.2K and bringing the position to 314,017 shares worth $18.1M. The position accounts for 0.17% of the portfolio, ranked #80.

RWA Wealth Partners first reported a position in CMF in Q2 2022 and has held it in 17 quarters since. The position peaked at $21M in Q3 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • RWA Wealth Partners held 314,017 shares of iShares California Muni Bond ETF worth $18.1M as of Q2 2026.
  • RWA Wealth Partners bought 1,471 iShares California Muni Bond ETF shares in Q2 2026, an estimated $84.2K.
  • iShares California Muni Bond ETF made up 0.17% of RWA Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • RWA Wealth Partners first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • RWA Wealth Partners's iShares California Muni Bond ETF position peaked at $21M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.