Affinity Capital Advisors
CMF icon

Affinity Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Affinity Capital Advisors’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 		$15.8M Sell
292,335
-877
-0.3% -$49.3K 1.85% 13
2026
Q2 		$16.9M Sell
293,212
-24
-0% -$1.37K 2.09% 13
2026
Q1 		$16.7M Buy
293,236
+23,642
+9% +$1.36M 2.34% 12
2025
Q4 		$15.5M Buy
269,594
+14,208
+6% +$816K 2.14% 14
2025
Q3 		$14.5M Buy
255,386
+9,128
+4% +$511K 2.24% 13
2025
Q2 		$13.7M Buy
246,258
+97,933
+66% +$5.44M 2.36% 10
2025
Q1 		$8.11M Buy
148,325
+21,604
+17% +$1.23M 1.61% 15
2024
Q4 		$7.23M Buy
126,721
+24,821
+24% +$1.43M 1.36% 16
2024
Q3 		$5.92M Sell
101,900
-1,952
-2% -$112K 1.15% 18
2024
Q2 		$5.91M Buy
103,852
+7,745
+8% +$441K 1.24% 19
2024
Q1 		$5.53M Buy
96,107
+30,988
+48% +$1.79M 1.23% 20
2023
Q4 		$3.77M Sell
65,119
-2,289
-3% -$128K 0.92% 26
2023
Q3 		$3.7M Buy
67,408
+8,203
+14% +$461K 1.01% 21
2023
Q2 		$3.37M Buy
+59,205
New +$3.37M 0.91% 23
2022
Q1 		– Sell
-8,741
Closed -$545K – 115
2021
Q4 		$545K Buy
8,741
+462
+6% +$28.7K 0.16% 68
2021
Q3 		$514K Buy
8,279
+640
+8% +$40.1K 0.17% 69
2021
Q2 		$478K Sell
7,639
-471
-6% -$29.4K 0.16% 73
2021
Q1 		$504K Buy
8,110
+327
+4% +$20.4K 0.18% 65
2020
Q4 		$489K Buy
7,783
+1,176
+18% +$73.4K 0.2% 63
2020
Q3 		$412K Buy
6,607
+28
+0.4% +$1.75K 0.23% 61
2020
Q2 		$409K Buy
6,579
+207
+3% +$12.7K 0.27% 58
2020
Q1 		$389K Buy
6,372
+284
+5% +$17.4K 0.28% 58
2019
Q4 		$373K Buy
+6,088
New +$372K 0.25% 66

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Affinity Capital Advisors's CMF Position: Q3 2026 in Review

Affinity Capital Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 0.3% in Q3 2026, selling an estimated $49.3K and leaving 292,335 shares worth $15.8M. The position accounts for 1.85% of the portfolio, ranked #13.

Affinity Capital Advisors first reported a position in CMF in Q4 2019 and has held it in 23 quarters since. The position peaked at $16.9M in Q2 2026. 68 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Affinity Capital Advisors held 292,335 shares of iShares California Muni Bond ETF worth $15.8M as of Q3 2026.
  • Affinity Capital Advisors sold 877 iShares California Muni Bond ETF shares in Q3 2026, an estimated $49.3K.
  • iShares California Muni Bond ETF made up 1.85% of Affinity Capital Advisors's portfolio in Q3 2026, its #13 holding.
  • Affinity Capital Advisors first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Affinity Capital Advisors's iShares California Muni Bond ETF position peaked at $16.9M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.