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 Q2	$12.2M	Buy	212,056 +5,941	+3%	+$340K	0.01%	587
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	Hold	5,752	–	–	﹤0.01%	531
2016 Q3	$347K	Hold	5,752	–	–	﹤0.01%	501
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 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

Northwestern Mutual Wealth Management's CMF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 2.9% in Q2 2026, buying an estimated $340K and bringing the position to 212,056 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #587.

Northwestern Mutual Wealth Management first reported a position in CMF in Q2 2013 and has held it in 35 quarters since. The position peaked at $43.3M in Q4 2023. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Northwestern Mutual Wealth Management held 212,056 shares of iShares California Muni Bond ETF worth $12.2M as of Q2 2026.
Northwestern Mutual Wealth Management bought 5,941 iShares California Muni Bond ETF shares in Q2 2026, an estimated $340K.
iShares California Muni Bond ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #587 holding.
Northwestern Mutual Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 35 quarters since.
Northwestern Mutual Wealth Management's iShares California Muni Bond ETF position peaked at $43.3M in Q4 2023.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.