West Wealth Group’s iShares California Muni Bond ETF CMF Stock Holding History

West Wealth Group’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	$22.2M	Buy	384,830 +53,024	+16%	+$3.04M	3.63%	7
2026 Q1	$18.9M	Buy	331,806 +58,007	+21%	+$3.35M	3.73%	9
2025 Q4	$15.7M	Buy	273,799 +45,821	+20%	+$2.63M	3.26%	11
2025 Q3	$13.1M	Sell	227,978 -12,133	-5%	-$679K	2.95%	13
2025 Q2	$13.4M	Buy	240,111 +33,975	+16%	+$1.89M	3.32%	12
2025 Q1	$11.6M	Buy	206,136 +14,395	+8%	+$818K	3.43%	10
2024 Q4	$11M	Buy	191,741 +45,498	+31%	+$2.62M	3.28%	12
2024 Q3	$8.5M	Buy	146,243 +15,820	+12%	+$911K	2.75%	12
2024 Q2	$7.42M	Buy	130,423 +2,378	+2%	+$135K	2.62%	12
2024 Q1	$7.37M	Buy	+128,045	New	+$7.39M	2.73%	12

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

West Wealth Group's CMF Position: Q2 2026 in Review

West Wealth Group increased its iShares California Muni Bond ETF (CMF) stake by 16% in Q2 2026, buying an estimated $3.04M and bringing the position to 384,830 shares worth $22.2M. The position accounts for 3.63% of the portfolio, ranked #7.

West Wealth Group first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

West Wealth Group held 384,830 shares of iShares California Muni Bond ETF worth $22.2M as of Q2 2026.
West Wealth Group bought 53,024 iShares California Muni Bond ETF shares in Q2 2026, an estimated $3.04M.
iShares California Muni Bond ETF made up 3.63% of West Wealth Group's portfolio in Q2 2026, its #7 holding.
West Wealth Group first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.