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 Q2	$471K	Buy	8,180 +1,745	+27%	+$99.9K	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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Sonata Capital Group's CMF Position: Q2 2026 in Review

Sonata Capital Group increased its iShares California Muni Bond ETF (CMF) stake by 27% in Q2 2026, buying an estimated $99.9K and bringing the position to 8,180 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #82.

Sonata Capital Group first reported a position in CMF in Q4 2017 and has held it in 23 quarters since. 162 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Sonata Capital Group held 8,180 shares of iShares California Muni Bond ETF worth $471K as of Q2 2026.
Sonata Capital Group bought 1,745 iShares California Muni Bond ETF shares in Q2 2026, an estimated $99.9K.
iShares California Muni Bond ETF made up 0.15% of Sonata Capital Group's portfolio in Q2 2026, its #82 holding.
Sonata Capital Group first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 23 quarters since.
162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.