NWAM LLC
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NWAM LLC’s iShares California Muni Bond ETF CMF Stock Holding History

NWAM LLC’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
Q3 		$254K Buy
+4,687
New +$264K 0.01% 615
2023
Q2 		– Sell
-7,985
Closed -$459K – 540
2023
Q1 		$459K Buy
7,985
+140
+2% +$7.96K 0.05% 293
2022
Q4 		$440K Buy
7,845
+88
+1% +$4.88K 0.04% 334
2022
Q3 		$421K Sell
7,757
-52
-0.7% -$2.94K 0.04% 322
2022
Q2 		$442K Sell
7,809
-544
-7% -$30.7K 0.04% 326
2022
Q1 		$486K Buy
8,353
+60
+0.7% +$3.61K 0.04% 336
2021
Q4 		$517K Sell
8,293
-3,878
-32% -$241K 0.04% 321
2021
Q3 		$756K Sell
12,171
-2,412
-17% -$151K 0.07% 249
2021
Q2 		$913K Buy
14,583
+423
+3% +$26.4K 0.08% 221
2021
Q1 		$880K Buy
14,160
+2,270
+19% +$142K 0.09% 223
2020
Q4 		$747K Buy
+11,890
New +$742K 0.09% 215
2020
Q3 		– Sell
-5,344
Closed -$332K – 275
2020
Q2 		$332K Buy
+5,344
New +$328K 0.05% 310

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

NWAM LLC's CMF Position: Q3 2026 in Review

NWAM LLC opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 4,687 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: NWAM LLC previously reported a position in CMF as recently as Q1 2023.

NWAM LLC first reported a position in CMF in Q2 2020 and has held it in 12 quarters since. The position peaked at $913K in Q2 2021. 320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • NWAM LLC held 4,687 shares of iShares California Muni Bond ETF worth $254K as of Q3 2026.
  • iShares California Muni Bond ETF was a new NWAM LLC position in Q3 2026.
  • iShares California Muni Bond ETF made up 0.01% of NWAM LLC's portfolio in Q3 2026, its #615 holding.
  • NWAM LLC first reported a position in iShares California Muni Bond ETF in Q2 2020 and has held it in 12 quarters since.
  • NWAM LLC's iShares California Muni Bond ETF position peaked at $913K in Q2 2021.
  • 320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.