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WealthPlan Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

WealthPlan Investment Management’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 		$1.29M Sell
22,362
-687
-3% -$39.3K 0.06% 208
2026
Q1 		$1.31M Sell
23,049
-1,570
-6% -$90.6K 0.07% 191
2025
Q4 		$1.41M Sell
24,619
-990
-4% -$56.8K 0.09% 169
2025
Q3 		$1.46M Sell
25,609
-6,565
-20% -$367K 0.1% 154
2025
Q2 		$1.79M Buy
+32,174
New +$1.79M 0.13% 133

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WealthPlan Investment Management's CMF Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares California Muni Bond ETF (CMF) stake by 3% in Q2 2026, selling an estimated $39.3K and leaving 22,362 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #208.

WealthPlan Investment Management first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q2 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • WealthPlan Investment Management held 22,362 shares of iShares California Muni Bond ETF worth $1.29M as of Q2 2026.
  • WealthPlan Investment Management sold 687 iShares California Muni Bond ETF shares in Q2 2026, an estimated $39.3K.
  • iShares California Muni Bond ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #208 holding.
  • WealthPlan Investment Management first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's iShares California Muni Bond ETF position peaked at $1.79M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.