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

Towerpoint 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 		$1.57M Buy
27,221
+218
+0.8% +$12.5K 0.54% 35
2026
Q1 		$1.54M Buy
27,003
+31
+0.1% +$1.79K 0.62% 31
2025
Q4 		$1.55M Sell
26,972
-45
-0.2% -$2.58K 0.61% 33
2025
Q3 		$1.54M Buy
27,017
+50
+0.2% +$2.8K 0.63% 34
2025
Q2 		$1.5M Sell
26,967
-111
-0.4% -$6.16K 0.67% 32
2025
Q1 		$1.52M Sell
27,078
-119
-0.4% -$6.76K 0.76% 27
2024
Q4 		$1.56M Buy
27,197
+61
+0.2% +$3.51K 0.76% 26
2024
Q3 		$1.58M Buy
27,136
+43
+0.2% +$2.48K 0.75% 25
2024
Q2 		$1.54M Sell
27,093
-91
-0.3% -$5.18K 0.77% 25
2024
Q1 		$1.56M Sell
27,184
-313
-1% -$18.1K 0.79% 24
2023
Q4 		$1.59M Sell
27,497
-2,221
-7% -$124K 0.87% 23
2023
Q3 		$1.63M Sell
29,718
-4,846
-14% -$273K 0.97% 23
2023
Q2 		$1.97M Sell
34,564
-9,368
-21% -$534K 1.11% 22
2023
Q1 		$2.52M Sell
43,932
-4,029
-8% -$229K 1.44% 17
2022
Q4 		$2.69M Buy
47,961
+30,308
+172% +$1.68M 1.55% 17
2022
Q3 		$957K Buy
17,653
+237
+1% +$13.4K 0.58% 33
2022
Q2 		$983K Sell
17,416
-112,770
-87% -$6.37M 0.59% 36
2022
Q1 		$7.57M Buy
130,186
+842
+0.7% +$50.7K 3.76% 6
2021
Q4 		$8.06M Sell
129,344
-10,119
-7% -$629K 3.81% 8
2021
Q3 		$8.66M Buy
139,463
+5,990
+4% +$375K 4.31% 8
2021
Q2 		$8.36M Buy
133,473
+7,556
+6% +$472K 4.15% 8
2021
Q1 		$7.82M Buy
125,917
+8,980
+8% +$561K 3.75% 8
2020
Q4 		$7.35M Buy
116,937
+6,635
+6% +$414K 3.67% 8
2020
Q3 		$6.88M Buy
110,302
+5,182
+5% +$324K 3.82% 7
2020
Q2 		$6.53M Buy
105,120
+7,161
+7% +$439K 4.07% 8
2020
Q1 		$5.93M Sell
97,959
-8,440
-8% -$517K 4.69% 7
2019
Q4 		$6.51M Buy
106,399
+2,630
+3% +$161K 4.31% 9
2019
Q3 		$6.36M Buy
103,769
+9,025
+10% +$553K 4.32% 9
2019
Q2 		$5.78M Buy
94,744
+15,094
+19% +$906K 4.05% 12
2019
Q1 		$4.75M Buy
79,650
+12,230
+18% +$718K 3.31% 14
2018
Q4 		$3.94M Buy
67,420
+8,755
+15% +$504K 3.16% 14
2018
Q3 		$3.4M Buy
58,665
+30,150
+106% +$1.76M 2.83% 15
2018
Q2 		$1.67M Buy
28,515
+7,580
+36% +$441K 1.57% 18
2018
Q1 		$1.22M Sell
20,935
-4,430
-17% -$259K 1.35% 17
2017
Q4 		$1.5M Buy
+25,365
New +$1.5M 1.98% 14

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
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 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

Towerpoint Wealth's CMF Position: Q2 2026 in Review

Towerpoint Wealth increased its iShares California Muni Bond ETF (CMF) stake by 0.81% in Q2 2026, buying an estimated $12.5K and bringing the position to 27,221 shares worth $1.57M. The position accounts for 0.54% of the portfolio, ranked #35.

Towerpoint Wealth first reported a position in CMF in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.66M in Q3 2021. 90 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Towerpoint Wealth held 27,221 shares of iShares California Muni Bond ETF worth $1.57M as of Q2 2026.
  • Towerpoint Wealth bought 218 iShares California Muni Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares California Muni Bond ETF made up 0.54% of Towerpoint Wealth's portfolio in Q2 2026, its #35 holding.
  • Towerpoint Wealth first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Towerpoint Wealth's iShares California Muni Bond ETF position peaked at $8.66M in Q3 2021.
  • 90 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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