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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

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

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. 355 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.
  • 355 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.