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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 0.14% 119
2024
Q2 		$3.11M Sell
54,707
-5,518
-9% -$314K 0.14% 114
2024
Q1 		$3.47M Buy
60,225
+5,963
+11% +$344K 0.17% 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 0.22% 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 0.2% 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 0.21% 84
2021
Q4 		$4.11M Buy
66,011
+12,849
+24% +$798K 0.23% 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 0.23% 90
2021
Q1 		$3.15M Sell
50,771
-106
-0.2% -$6.63K 0.25% 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

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

SteelPeak Wealth's CMF Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares California Muni Bond ETF (CMF) stake by 9.9% in Q2 2026, selling an estimated $256K and leaving 40,675 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #212.

SteelPeak Wealth first reported a position in CMF in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.14M in Q2 2023. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • SteelPeak Wealth held 40,675 shares of iShares California Muni Bond ETF worth $2.34M as of Q2 2026.
  • SteelPeak Wealth sold 4,475 iShares California Muni Bond ETF shares in Q2 2026, an estimated $256K.
  • iShares California Muni Bond ETF made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #212 holding.
  • SteelPeak Wealth first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares California Muni Bond ETF position peaked at $4.14M in Q2 2023.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.