Northwestern Mutual Wealth Management
CMF icon

Northwestern Mutual Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Northwestern Mutual 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
Q1 		$11.7M Buy
206,115
+64,802
+46% +$3.74M 0.01% 569
2025
Q4 		$8.12M Buy
141,313
+20,352
+17% +$1.17M 0.01% 624
2025
Q3 		$6.9M Buy
120,961
+33,042
+38% +$1.85M ﹤0.01% 640
2025
Q2 		$4.9M Sell
87,919
-31,978
-27% -$1.78M ﹤0.01% 686
2025
Q1 		$6.75M Sell
119,897
-621,456
-84% -$35.3M 0.01% 575
2024
Q4 		$42.5M Buy
741,353
+465,247
+169% +$26.8M 0.04% 234
2024
Q3 		$16M Sell
276,106
-26,594
-9% -$1.53M 0.01% 361
2024
Q2 		$17.2M Sell
302,700
-293,839
-49% -$16.7M 0.02% 327
2024
Q1 		$34.3M Sell
596,539
-150,982
-20% -$8.71M 0.04% 248
2023
Q4 		$43.3M Buy
747,521
+701,513
+1,525% +$39.1M 0.05% 198
2023
Q3 		$2.52M Buy
46,008
+14,773
+47% +$831K ﹤0.01% 667
2023
Q2 		$1.78M Buy
31,235
+15,867
+103% +$904K ﹤0.01% 746
2023
Q1 		$882K Sell
15,368
-641,264
-98% -$36.5M ﹤0.01% 932
2022
Q4 		$36.8M Buy
+656,632
New +$36.4M 0.06% 176
2018
Q2 		– Sell
-1,296
Closed -$76K – 2371
2018
Q1 		$76K Sell
1,296
-4,456
-77% -$261K ﹤0.01% 1044
2017
Q4 		$340K Hold
5,752
– – ﹤0.01% 591
2017
Q3 		$341K Hold
5,752
– – ﹤0.01% 561
2017
Q2 		$338K Hold
5,752
– – ﹤0.01% 559
2017
Q1 		$335K Hold
5,752
– – ﹤0.01% 537
2016
Q4 		$332K Buy
+5,752
New +$336K ﹤0.01% 531
2016
Q3 		– Sell
-5,752
Closed -$351K – 417
2016
Q2 		$351K Hold
5,752
– – 0.01% 479
2016
Q1 		$343K Hold
5,752
– – 0.01% 465
2015
Q4 		$340K Hold
5,752
– – 0.01% 426
2015
Q3 		$338K Sell
5,752
-118
-2% -$6.87K 0.01% 405
2015
Q2 		$339K Hold
5,870
– – 0.01% 387
2015
Q1 		$347K Buy
5,870
+118
+2% +$6.97K 0.01% 371
2014
Q4 		$339K Hold
5,752
– – 0.01% 357
2014
Q3 		$336K Buy
5,752
+3,160
+122% +$183K 0.01% 334
2014
Q2 		$150K Sell
2,592
-3,160
-55% -$182K 0.01% 434
2014
Q1 		$326K Sell
5,752
-5,028
-47% -$282K 0.01% 312
2013
Q4 		$586K Hold
10,780
– – 0.03% 251
2013
Q3 		$587K Hold
10,780
– – 0.03% 239
2013
Q2 		$583K Buy
+10,780
New +$612K 0.03% 233

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 $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's CMF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 46% in Q1 2026, buying an estimated $3.74M and bringing the position to 206,115 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #569.

Northwestern Mutual Wealth Management first reported a position in CMF in Q2 2013 and has held it in 33 quarters since. The position peaked at $43.3M in Q4 2023. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 206,115 shares of iShares California Muni Bond ETF worth $11.7M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 64,802 iShares California Muni Bond ETF shares in Q1 2026, an estimated $3.74M.
  • iShares California Muni Bond ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #569 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 33 quarters since.
  • Northwestern Mutual Wealth Management's iShares California Muni Bond ETF position peaked at $43.3M in Q4 2023.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.