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WorthPointe’s iShares California Muni Bond ETF CMF Stock Holding History

WorthPointe’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 		$438K Buy
+7,599
New +$435K 0.11% 79

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

WorthPointe's CMF Position: Q2 2026 in Review

WorthPointe opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 7,599 shares worth $438K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings.

354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • WorthPointe held 7,599 shares of iShares California Muni Bond ETF worth $438K as of Q2 2026.
  • iShares California Muni Bond ETF was a new WorthPointe position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.11% of WorthPointe's portfolio in Q2 2026, its #79 holding.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.