Twin Peaks Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Twin Peaks Wealth Advisors’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	$478K	Sell	8,287 -92	-1%	-$5.27K	0.11%	123
2026 Q1	$476K	Sell	8,379 -586	-7%	-$33.8K	0.12%	112
2025 Q4	$520K	Buy	8,965 +3,281	+58%	+$188K	0.15%	103
2025 Q3	$324K	Hold	5,684	–	–	0.11%	125
2025 Q2	$317K	Hold	5,684	–	–	0.1%	124
2025 Q1	$314K	Buy	5,684 +206	+4%	+$11.7K	0.14%	111
2024 Q4	$314K	Buy	+5,478	New	+$315K	0.13%	107

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

Twin Peaks Wealth Advisors's CMF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 1.1% in Q2 2026, selling an estimated $5.27K and leaving 8,287 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #123.

Twin Peaks Wealth Advisors first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $520K in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Twin Peaks Wealth Advisors held 8,287 shares of iShares California Muni Bond ETF worth $478K as of Q2 2026.
Twin Peaks Wealth Advisors sold 92 iShares California Muni Bond ETF shares in Q2 2026, an estimated $5.27K.
iShares California Muni Bond ETF made up 0.11% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Twin Peaks Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Twin Peaks Wealth Advisors's iShares California Muni Bond ETF position peaked at $520K in Q4 2025.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.