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 Q3	$278K	Sell	5,136 -5,210	-50%	-$293K	0.16%	106
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

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

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Williams & Novak's CMF Position: Q3 2026 in Review

Williams & Novak reduced its iShares California Muni Bond ETF (CMF) stake by 50% in Q3 2026, selling an estimated $293K and leaving 5,136 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #106.

Williams & Novak first reported a position in CMF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.96M in Q2 2024. 106 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Williams & Novak held 5,136 shares of iShares California Muni Bond ETF worth $278K as of Q3 2026.
Williams & Novak sold 5,210 iShares California Muni Bond ETF shares in Q3 2026, an estimated $293K.
iShares California Muni Bond ETF made up 0.16% of Williams & Novak's portfolio in Q3 2026, its #106 holding.
Williams & Novak first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares California Muni Bond ETF position peaked at $2.96M in Q2 2024.
106 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.