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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Affinity Capital Advisors's CMF Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 0.01% in Q2 2026, selling an estimated $1.37K and leaving 293,212 shares worth $16.9M. The position accounts for 2.09% of the portfolio, ranked #13.

Affinity Capital Advisors first reported a position in CMF in Q4 2019 and has held it in 22 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Affinity Capital Advisors held 293,212 shares of iShares California Muni Bond ETF worth $16.9M as of Q2 2026.
  • Affinity Capital Advisors sold 24 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.37K.
  • iShares California Muni Bond ETF made up 2.09% of Affinity Capital Advisors's portfolio in Q2 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 22 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.