SW
CMF icon

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

SteelPeak 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
Q2 		$2.34M Sell
40,675
-4,475
-10% -$256K 0.06% 212
2026
Q1 		$2.57M Sell
45,150
-510
-1% -$29.4K 0.08% 192
2025
Q4 		$2.62M Sell
45,660
-1,857
-4% -$107K 0.09% 169
2025
Q3 		$2.71M Sell
47,517
-12,348
-21% -$691K 0.09% 173
2025
Q2 		$3.34M Buy
59,865
+4,410
+8% +$245K 0.13% 126
2025
Q1 		$3.12M Sell
55,455
-1,124
-2% -$63.9K 0.13% 127
2024
Q4 		$3.24M Sell
56,579
-352
-0.6% -$20.2K 0.13% 119
2024
Q3 		$3.31M Buy
56,931
+2,224
+4% +$128K 0.15% 119
2024
Q2 		$3.11M Sell
54,707
-5,518
-9% -$314K 0.15% 114
2024
Q1 		$3.47M Buy
60,225
+5,963
+11% +$344K 0.18% 103
2023
Q4 		$3.14M Sell
54,262
-10,693
-16% -$597K 0.18% 101
2023
Q3 		$3.56M Sell
64,955
-7,711
-11% -$434K 0.23% 88
2023
Q2 		$4.14M Buy
72,666
+2,009
+3% +$114K 0.25% 74
2023
Q1 		$4.06M Buy
70,657
+20,720
+41% +$1.18M 0.28% 75
2022
Q4 		$2.8M Sell
49,937
-360
-0.7% -$20K 0.21% 95
2022
Q3 		$2.73M Sell
50,297
-13,767
-21% -$779K 0.21% 91
2022
Q2 		$3.62M Sell
64,064
-866
-1% -$48.9K 0.26% 75
2022
Q1 		$3.78M Sell
64,930
-1,081
-2% -$65.1K 0.23% 84
2021
Q4 		$4.11M Buy
66,011
+12,849
+24% +$798K 0.25% 84
2021
Q3 		$3.3M Buy
53,162
+1,244
+2% +$78K 0.22% 85
2021
Q2 		$3.25M Buy
51,918
+1,147
+2% +$71.7K 0.24% 90
2021
Q1 		$3.15M Sell
50,771
-106
-0.2% -$6.63K 0.26% 81
2020
Q4 		$3.2M Buy
50,877
+141
+0.3% +$8.8K 0.29% 75
2020
Q3 		$3.17M Buy
50,736
+8,566
+20% +$536K 0.34% 65
2020
Q2 		$2.62M Buy
42,170
+10,969
+35% +$672K 0.33% 65
2020
Q1 		$1.89M Buy
31,201
+1,906
+7% +$117K 0.3% 71
2019
Q4 		$1.79M Buy
+29,295
New +$1.79M 0.25% 85

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return