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

Sagespring 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 		$877K Buy
15,220
+521
+4% +$29.8K 0.01% 374
2026
Q1 		$836K Buy
14,699
+1
+0% +$58 0.02% 366
2025
Q4 		$845K Buy
+14,698
New +$844K 0.02% 337

Other funds holding CMF

Wealthfront Advisers
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AssetMark Inc
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

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

Sagespring Wealth Partners increased its iShares California Muni Bond ETF (CMF) stake by 3.5% in Q2 2026, buying an estimated $29.8K and bringing the position to 15,220 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #374.

Sagespring Wealth Partners first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Sagespring Wealth Partners held 15,220 shares of iShares California Muni Bond ETF worth $877K as of Q2 2026.
  • Sagespring Wealth Partners bought 521 iShares California Muni Bond ETF shares in Q2 2026, an estimated $29.8K.
  • iShares California Muni Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #374 holding.
  • Sagespring Wealth Partners first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.