WWG
CMF icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return