AC
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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.9K Sell
1,316
-296
-18% -$16.9K ﹤0.01% 1241
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

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

AlphaCore Capital's CMF Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares California Muni Bond ETF (CMF) stake by 18% in Q2 2026, selling an estimated $16.9K and leaving 1,316 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

AlphaCore Capital first reported a position in CMF in Q4 2019 and has held it in 9 quarters since. The position peaked at $355K in Q4 2019. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • AlphaCore Capital held 1,316 shares of iShares California Muni Bond ETF worth $75.9K as of Q2 2026.
  • AlphaCore Capital sold 296 iShares California Muni Bond ETF shares in Q2 2026, an estimated $16.9K.
  • iShares California Muni Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1241 holding.
  • AlphaCore Capital first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 9 quarters since.
  • AlphaCore Capital's iShares California Muni Bond ETF position peaked at $355K in Q4 2019.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.