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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWF Advisory Services's CMF Position: Q1 2026 in Review

NWF Advisory Services increased its iShares California Muni Bond ETF (CMF) stake by 5.1% in Q1 2026, buying an estimated $44.6K and bringing the position to 15,960 shares worth $907K. The position accounts for 0.1% of the portfolio, ranked #142.

NWF Advisory Services first reported a position in CMF in Q4 2024 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

NWF Advisory Services held 15,960 shares of iShares California Muni Bond ETF worth $907K as of Q1 2026.
NWF Advisory Services bought 773 iShares California Muni Bond ETF shares in Q1 2026, an estimated $44.6K.
iShares California Muni Bond ETF made up 0.1% of NWF Advisory Services's portfolio in Q1 2026, its #142 holding.
NWF Advisory Services first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.