ACA
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
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

OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return