MWM
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McNaughton Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

McNaughton 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 		$1.23M Sell
21,425
-1,886
-8% -$108K 0.44% 53
2026
Q1 		$1.33M Sell
23,311
-3,383
-13% -$195K 0.55% 51
2025
Q4 		$1.53M Sell
26,694
-2,417
-8% -$139K 0.63% 46
2025
Q3 		$1.66M Buy
29,111
+3,639
+14% +$204K 0.7% 42
2025
Q2 		$1.42M Sell
25,472
-5,094
-17% -$283K 0.63% 48
2025
Q1 		$1.72M Buy
30,566
+6,511
+27% +$370K 0.84% 32
2024
Q4 		$1.38M Buy
24,055
+191
+0.8% +$11K 0.66% 34
2024
Q3 		$1.39M Buy
23,864
+629
+3% +$36.2K 0.68% 30
2024
Q2 		$1.32M Hold
23,235
– – 0.7% 31
2024
Q1 		$1.34M Buy
23,235
+726
+3% +$41.9K 0.74% 30
2023
Q4 		$1.3M Sell
22,509
-4,494
-17% -$251K 0.77% 30
2023
Q3 		$1.48M Sell
27,003
-445
-2% -$25K 0.98% 25
2023
Q2 		$1.56M Buy
27,448
+1,287
+5% +$73.3K 1% 22
2023
Q1 		$1.5M Hold
26,161
– – 1% 25
2022
Q4 		$1.47M Sell
26,161
-1,932
-7% -$107K 1% 26
2022
Q3 		$1.52M Buy
28,093
+1,459
+5% +$82.6K 1.12% 25
2022
Q2 		$1.5M Buy
26,634
+8,473
+47% +$479K 1.06% 27
2022
Q1 		$1.06M Buy
18,161
+2,705
+18% +$163K 0.69% 29
2021
Q4 		$958K Buy
15,456
+997
+7% +$61.9K 0.62% 28
2021
Q3 		$898K Buy
14,459
+347
+2% +$21.7K 0.63% 25
2021
Q2 		$884K Sell
14,112
-12
-0.1% -$750 0.62% 27
2021
Q1 		$877K Buy
14,124
+1,412
+11% +$88.3K 0.67% 27
2020
Q4 		$799K Sell
12,712
-65
-0.5% -$4.06K 0.64% 29
2020
Q3 		$797K Buy
12,777
+136
+1% +$8.51K 0.7% 31
2020
Q2 		$786K Buy
12,641
+49
+0.4% +$3K 0.73% 30
2020
Q1 		$762K Sell
12,592
-1,443
-10% -$88.3K 0.81% 26
2019
Q4 		$862K Buy
+14,035
New +$859K 0.8% 31

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

McNaughton Wealth Management's CMF Position: Q2 2026 in Review

McNaughton Wealth Management reduced its iShares California Muni Bond ETF (CMF) stake by 8.1% in Q2 2026, selling an estimated $108K and leaving 21,425 shares worth $1.23M. The position accounts for 0.44% of the portfolio, ranked #53.

McNaughton Wealth Management first reported a position in CMF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.72M in Q1 2025. 76 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • McNaughton Wealth Management held 21,425 shares of iShares California Muni Bond ETF worth $1.23M as of Q2 2026.
  • McNaughton Wealth Management sold 1,886 iShares California Muni Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares California Muni Bond ETF made up 0.44% of McNaughton Wealth Management's portfolio in Q2 2026, its #53 holding.
  • McNaughton Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's iShares California Muni Bond ETF position peaked at $1.72M in Q1 2025.
  • 76 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.