Werba Rubin Papier Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Werba Rubin Papier Wealth 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	–	Sell	-3,671	Closed	-$209K	–	315
2026 Q1	$209K	Sell	3,671 -1,731	-32%	-$99.9K	0.03%	265
2025 Q4	$310K	Buy	5,402 +48	+0.9%	+$2.75K	0.08%	147
2025 Q3	$305K	Sell	5,354 -11,163	-68%	-$625K	0.05%	170
2025 Q2	$921K	Buy	16,517 +4,703	+40%	+$261K	0.17%	78
2025 Q1	$665K	Sell	11,814 -10,824	-48%	-$615K	0.14%	87
2024 Q4	$987K	Buy	22,638 +7,570	+50%	+$435K	0.23%	64
2024 Q3	$876K	Sell	15,068 -5,408	-26%	-$311K	0.21%	69
2024 Q2	$1.16M	Buy	20,476 +5,759	+39%	+$328K	0.32%	50
2024 Q1	$847K	Buy	+14,717	New	+$849K	0.25%	54

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

Werba Rubin Papier Wealth Management's CMF Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 3,671 shares — an estimated $209K sold.

Werba Rubin Papier Wealth Management first reported a position in CMF in Q1 2024 and held it in 9 quarters. The position peaked at $1.16M in Q2 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Werba Rubin Papier Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 3,671 iShares California Muni Bond ETF shares in Q2 2026, an estimated $209K.
Werba Rubin Papier Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 9 quarters.
Werba Rubin Papier Wealth Management's iShares California Muni Bond ETF position peaked at $1.16M in Q2 2024.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.