Williams & Novak’s iShares California Muni Bond ETF CMF Stock Holding History

Williams & Novak’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	$596K	Sell	10,346 -4,470	-30%	-$256K	0.39%	67
2026 Q1	$843K	Sell	14,816 -2,770	-16%	-$160K	0.63%	44
2025 Q4	$1.01M	Sell	17,586 -1,320	-7%	-$75.8K	0.76%	36
2025 Q3	$1.08M	Buy	18,906 +1,561	+9%	+$87.3K	0.83%	32
2025 Q2	$967K	Sell	17,345 -25,020	-59%	-$1.39M	0.82%	36
2025 Q1	$2.38M	Sell	42,365 -3,245	-7%	-$184K	2.33%	7
2024 Q4	$2.61M	Sell	45,610 -4,305	-9%	-$248K	2.52%	7
2024 Q3	$2.9M	Sell	49,915 -2,125	-4%	-$122K	2.71%	7
2024 Q2	$2.96M	Buy	52,040 +7,540	+17%	+$429K	2.76%	6
2024 Q1	$2.58M	Hold	44,500	–	–	2.93%	5
2023 Q4	$2.58M	Buy	+44,500	New	+$2.48M	2.93%	5

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

Williams & Novak's CMF Position: Q2 2026 in Review

Williams & Novak reduced its iShares California Muni Bond ETF (CMF) stake by 30% in Q2 2026, selling an estimated $256K and leaving 10,346 shares worth $596K. The position accounts for 0.39% of the portfolio, ranked #67.

Williams & Novak first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.96M in Q2 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Williams & Novak held 10,346 shares of iShares California Muni Bond ETF worth $596K as of Q2 2026.
Williams & Novak sold 4,470 iShares California Muni Bond ETF shares in Q2 2026, an estimated $256K.
iShares California Muni Bond ETF made up 0.39% of Williams & Novak's portfolio in Q2 2026, its #67 holding.
Williams & Novak first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's iShares California Muni Bond ETF position peaked at $2.96M in Q2 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.