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

Wise 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
2026 Q2	$343K	Buy	5,959 +41	+0.7%	+$2.35K	0.58%	30
2026 Q1	$336K	Buy	5,918 +27	+0.5%	+$1.56K	0.46%	45
2025 Q4	$339K	Buy	5,891 +54	+0.9%	+$3.1K	0.49%	42
2025 Q3	$333K	Buy	5,837 +41	+0.7%	+$2.29K	0.51%	44
2025 Q2	$323K	Buy	5,796 +428	+8%	+$23.8K	0.54%	44
2025 Q1	$302K	Buy	5,368 +26	+0.5%	+$1.48K	0.72%	36
2024 Q4	$306K	Buy	+5,342	New	+$307K	0.75%	32

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

Wise Wealth Partners's CMF Position: Q2 2026 in Review

Wise Wealth Partners increased its iShares California Muni Bond ETF (CMF) stake by 0.69% in Q2 2026, buying an estimated $2.35K and bringing the position to 5,959 shares worth $343K. The position accounts for 0.58% of the portfolio, ranked #30.

Wise Wealth Partners first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Wise Wealth Partners held 5,959 shares of iShares California Muni Bond ETF worth $343K as of Q2 2026.
Wise Wealth Partners bought 41 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.35K.
iShares California Muni Bond ETF made up 0.58% of Wise Wealth Partners's portfolio in Q2 2026, its #30 holding.
Wise Wealth Partners first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.