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

Waypoint Wealth Partners’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
2025 Q2	$446K	Hold	8,000	–	–	0.11%	53
2025 Q1	$450K	Hold	8,000	–	–	0.12%	46
2024 Q4	$458K	Hold	8,000	–	–	0.13%	48
2024 Q3	$465K	Hold	8,000	–	–	0.12%	50
2024 Q2	$455K	Hold	8,000	–	–	0.13%	43
2024 Q1	$460K	Hold	8,000	–	–	0.13%	48
2023 Q4	$464K	Sell	8,000 -185	-2%	-$10.3K	0.14%	43
2023 Q3	$449K	Hold	8,185	–	–	0.16%	43
2023 Q2	$466K	Hold	8,185	–	–	0.16%	38
2023 Q1	$470K	Hold	8,185	–	–	0.17%	34
2022 Q4	$459K	Sell	8,185 -66,930	-89%	-$3.71M	0.18%	32
2022 Q3	$4.07M	Sell	75,115 -20,200	-21%	-$1.14M	1.72%	9
2022 Q2	$5.38M	Buy	+95,315	New	+$5.38M	2.06%	12

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waypoint Wealth Partners's CMF Position: Q2 2025 in Review

Waypoint Wealth Partners held its iShares California Muni Bond ETF (CMF) position steady in Q2 2025 at 8,000 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #53.

Waypoint Wealth Partners first reported a position in CMF in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.38M in Q2 2022. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

Waypoint Wealth Partners held 8,000 shares of iShares California Muni Bond ETF worth $446K as of Q2 2025.
Waypoint Wealth Partners left its iShares California Muni Bond ETF share count unchanged in Q2 2025.
iShares California Muni Bond ETF made up 0.11% of Waypoint Wealth Partners's portfolio in Q2 2025, its #53 holding.
Waypoint Wealth Partners first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 13 quarters since.
Waypoint Wealth Partners's iShares California Muni Bond ETF position peaked at $5.38M in Q2 2022.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.