TF
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TLWM Financial’s iShares California Muni Bond ETF CMF Stock Holding History

TLWM Financial’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 		$284K Buy
4,928
+942
+24% +$53.9K 0.05% 70
2026
Q1 		$227K Buy
3,986
+430
+12% +$24.8K 0.04% 68
2025
Q4 		$204K Hold
3,556
– – 0.04% 72
2025
Q3 		$203K Buy
+3,556
New +$199K 0.04% 74

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 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

TLWM Financial's CMF Position: Q2 2026 in Review

TLWM Financial increased its iShares California Muni Bond ETF (CMF) stake by 24% in Q2 2026, buying an estimated $53.9K and bringing the position to 4,928 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #70.

TLWM Financial first reported a position in CMF in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • TLWM Financial held 4,928 shares of iShares California Muni Bond ETF worth $284K as of Q2 2026.
  • TLWM Financial bought 942 iShares California Muni Bond ETF shares in Q2 2026, an estimated $53.9K.
  • iShares California Muni Bond ETF made up 0.05% of TLWM Financial's portfolio in Q2 2026, its #70 holding.
  • TLWM Financial first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.