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AC
AlphaCore Capital’s
iShares California Muni Bond ETF
CMF
Stock Holding History
AlphaCore Capital’s Portfolio
CMF Stock Details
CMF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$91.7K
Buy
1,612
+1,111
+222%
+$64.1K
﹤0.01%
944
2025
Q4
$28.8K
Buy
501
+85
+20%
+$4.88K
﹤0.01%
1225
2025
Q3
$23.7K
Sell
416
-435
-51%
-$24.3K
﹤0.01%
936
2025
Q2
$47.4K
Sell
851
-326
-28%
-$18.1K
﹤0.01%
818
2025
Q1
$66.2K
Buy
+1,177
New
+$66.9K
0.01%
563
2024
Q2
–
Sell
-3,658
Closed
-$210K
–
229
2024
Q1
$210K
Buy
+3,658
New
+$211K
0.06%
140
2020
Q2
–
Sell
-5,805
Closed
-$351K
–
114
2020
Q1
$351K
Hold
5,805
–
–
0.28%
32
2019
Q4
$355K
Buy
+5,805
New
+$355K
0.22%
49
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$1.9T AUM
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1-Year Est. Return
FWI
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$5.77B AUM
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1-Year Est. Return
SC
Syon Capital
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$1.99B AUM
22.67%
1-Year Est. Return
B
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$4.35B AUM
23.57%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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