Shira Ridge Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Shira Ridge Wealth Management’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	$850K	Buy	14,749 +301	+2%	+$17.2K	0.3%	40
2026 Q1	$822K	Buy	14,448 +1,345	+10%	+$77.6K	0.33%	38
2025 Q4	$753K	Buy	13,103 +753	+6%	+$43.2K	0.3%	42
2025 Q3	$704K	Sell	12,350 -427	-3%	-$23.9K	0.3%	42
2025 Q2	$712K	Sell	12,777 -11,311	-47%	-$628K	0.33%	42
2025 Q1	$1.36M	Sell	24,088 -1,023	-4%	-$58.1K	0.68%	28
2024 Q4	$1.44M	Buy	25,111 +14,053	+127%	+$808K	0.7%	27
2024 Q3	$643K	Buy	11,058 +2,360	+27%	+$136K	0.33%	50
2024 Q2	$495K	Buy	8,698 +2,680	+45%	+$152K	0.28%	52
2024 Q1	$346K	Buy	6,018 +251	+4%	+$14.5K	0.2%	58
2023 Q4	$334K	Buy	+5,767	New	+$322K	0.2%	60
2023 Q2	–	Sell	-3,818	Closed	-$219K	–	66
2023 Q1	$219K	Buy	+3,818	New	+$217K	0.14%	61

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 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

Shira Ridge Wealth Management's CMF Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 2.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 14,749 shares worth $850K. The position accounts for 0.3% of the portfolio, ranked #40.

Shira Ridge Wealth Management first reported a position in CMF in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q4 2024. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Shira Ridge Wealth Management held 14,749 shares of iShares California Muni Bond ETF worth $850K as of Q2 2026.
Shira Ridge Wealth Management bought 301 iShares California Muni Bond ETF shares in Q2 2026, an estimated $17.2K.
iShares California Muni Bond ETF made up 0.3% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #40 holding.
Shira Ridge Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
Shira Ridge Wealth Management's iShares California Muni Bond ETF position peaked at $1.44M in Q4 2024.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.