NWF Advisory Services’s iShares California Muni Bond ETF CMF Stock Holding History

NWF Advisory Services’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	$800K	Buy	14,788 +4	+0%	+$225	0.07%	168
2026 Q2	$852K	Sell	14,784 -1,176	-7%	-$67.3K	0.08%	161
2026 Q1	$907K	Buy	15,960 +773	+5%	+$44.6K	0.1%	142
2025 Q4	$873K	Buy	15,187 +5	+0%	+$287	0.1%	143
2025 Q3	$866K	Buy	15,182 +2,836	+23%	+$159K	0.1%	149
2025 Q2	$688K	Buy	+12,346	New	+$685K	0.08%	169
2025 Q1	–	Sell	-3,807	Closed	-$218K	–	373
2024 Q4	$218K	Buy	+3,807	New	+$219K	0.03%	245

Other funds holding CMF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

NWF Advisory Services's CMF Position: Q3 2026 in Review

NWF Advisory Services increased its iShares California Muni Bond ETF (CMF) stake by 0.03% in Q3 2026, buying an estimated $225 and bringing the position to 14,788 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #168.

NWF Advisory Services first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $907K in Q1 2026. 72 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

NWF Advisory Services held 14,788 shares of iShares California Muni Bond ETF worth $800K as of Q3 2026.
NWF Advisory Services bought 4 iShares California Muni Bond ETF shares in Q3 2026, an estimated $225.
iShares California Muni Bond ETF made up 0.07% of NWF Advisory Services's portfolio in Q3 2026, its #168 holding.
NWF Advisory Services first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
NWF Advisory Services's iShares California Muni Bond ETF position peaked at $907K in Q1 2026.
72 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.