Sonata Capital Group’s iShares California Muni Bond ETF CMF Stock Holding History

Sonata Capital Group’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	$443K	Hold	8,180	–	–	0.14%	84
2026 Q2	$471K	Buy	8,180 +1,745	+27%	+$100K	0.15%	82
2026 Q1	$366K	Buy	6,435 +2,250	+54%	+$130K	0.14%	87
2025 Q4	$240K	Buy	+4,185	New	+$240K	0.09%	116
2022 Q4	–	Sell	-4,631	Closed	-$251K	–	108
2022 Q3	$251K	Hold	4,631	–	–	0.14%	91
2022 Q2	$261K	Hold	4,631	–	–	0.14%	95
2022 Q1	$269K	Hold	4,631	–	–	0.12%	101
2021 Q4	$289K	Hold	4,631	–	–	0.12%	101
2021 Q3	$287K	Hold	4,631	–	–	0.13%	103
2021 Q2	$290K	Hold	4,631	–	–	0.13%	108
2021 Q1	$288K	Hold	4,631	–	–	0.14%	106
2020 Q4	$291K	Hold	4,631	–	–	0.14%	103
2020 Q3	$289K	Hold	4,631	–	–	0.17%	91
2020 Q2	$288K	Hold	4,631	–	–	0.18%	88
2020 Q1	$280K	Sell	4,631 -1,705	-27%	-$104K	0.21%	84
2019 Q4	$388K	Sell	6,336 -205	-3%	-$12.5K	0.23%	79
2019 Q3	$401K	Hold	6,541	–	–	0.27%	74
2019 Q2	$397K	Hold	6,541	–	–	0.27%	76
2019 Q1	$390K	Buy	6,541 +600	+10%	+$35.2K	0.29%	71
2018 Q4	$347K	Buy	5,941 +1,310	+28%	+$75.4K	0.28%	71
2018 Q3	$269K	Buy	4,631 +255	+6%	+$14.9K	0.18%	92
2018 Q2	$256K	Hold	4,376	–	–	0.18%	95
2018 Q1	$255K	Hold	4,376	–	–	0.19%	93
2017 Q4	$259K	Buy	+4,376	New	+$259K	0.19%	92

Other funds holding CMF

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Rinkey Investments San Diego, California $416M AUM 8.84% 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

Sonata Capital Group's CMF Position: Q3 2026 in Review

Sonata Capital Group held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 8,180 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #84.

Sonata Capital Group first reported a position in CMF in Q4 2017 and has held it in 24 quarters since. The position peaked at $471K in Q2 2026. 191 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Sonata Capital Group held 8,180 shares of iShares California Muni Bond ETF worth $443K as of Q3 2026.
Sonata Capital Group left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
iShares California Muni Bond ETF made up 0.14% of Sonata Capital Group's portfolio in Q3 2026, its #84 holding.
Sonata Capital Group first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 24 quarters since.
Sonata Capital Group's iShares California Muni Bond ETF position peaked at $471K in Q2 2026.
191 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.