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 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

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

NWF Advisory Services's CMF Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares California Muni Bond ETF (CMF) stake by 7.4% in Q2 2026, selling an estimated $67.3K and leaving 14,784 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #161.

NWF Advisory Services first reported a position in CMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $907K in Q1 2026. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

NWF Advisory Services held 14,784 shares of iShares California Muni Bond ETF worth $852K as of Q2 2026.
NWF Advisory Services sold 1,176 iShares California Muni Bond ETF shares in Q2 2026, an estimated $67.3K.
iShares California Muni Bond ETF made up 0.08% of NWF Advisory Services's portfolio in Q2 2026, its #161 holding.
NWF Advisory Services first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
NWF Advisory Services's iShares California Muni Bond ETF position peaked at $907K in Q1 2026.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.