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Warren Street Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Warren Street 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 		$3.27M Buy
56,679
+1,820
+3% +$104K 0.73% 26
2026
Q1 		$3.12M Buy
54,859
+428
+0.8% +$24.7K 0.79% 27
2025
Q4 		$3.13M Sell
54,431
-2,773
-5% -$159K 0.89% 22
2025
Q3 		$3.26M Buy
57,204
+611
+1% +$34.2K 0.97% 21
2025
Q2 		$3.15M Buy
56,593
+455
+0.8% +$25.3K 1.04% 19
2025
Q1 		$3.16M Sell
56,138
-1,146
-2% -$65.1K 1.23% 19
2024
Q4 		$3.28M Buy
57,284
+3,265
+6% +$188K 1.34% 19
2024
Q3 		$3.14M Buy
54,019
+365
+0.7% +$21K 1.3% 19
2024
Q2 		$3.05M Sell
53,654
-350
-0.6% -$19.9K 1.52% 14
2024
Q1 		$3.11M Sell
54,004
-1,474
-3% -$85K 1.54% 14
2023
Q4 		$3.21M Sell
55,478
-897
-2% -$50.1K 1.82% 11
2023
Q3 		$3.09M Sell
56,375
-1,298
-2% -$73K 2.04% 11
2023
Q2 		$3.28M Sell
57,673
-265
-0.5% -$15.1K 2.17% 11
2023
Q1 		$3.33M Sell
57,938
-2,084
-3% -$119K 2.37% 11
2022
Q4 		$3.37M Buy
60,022
+5,007
+9% +$278K 2.7% 11
2022
Q3 		$2.98M Sell
55,015
-3,200
-5% -$181K 3% 9
2022
Q2 		$3.29M Buy
58,215
+19,100
+49% +$1.08M 3.18% 8
2022
Q1 		$2.28M Buy
+39,115
New +$2.35M 1.99% 13

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Warren Street Wealth Advisors's CMF Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its iShares California Muni Bond ETF (CMF) stake by 3.3% in Q2 2026, buying an estimated $104K and bringing the position to 56,679 shares worth $3.27M. The position accounts for 0.73% of the portfolio, ranked #26.

Warren Street Wealth Advisors first reported a position in CMF in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.37M in Q4 2022. 149 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Warren Street Wealth Advisors held 56,679 shares of iShares California Muni Bond ETF worth $3.27M as of Q2 2026.
  • Warren Street Wealth Advisors bought 1,820 iShares California Muni Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares California Muni Bond ETF made up 0.73% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Warren Street Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Warren Street Wealth Advisors's iShares California Muni Bond ETF position peaked at $3.37M in Q4 2022.
  • 149 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.