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
Search
Sign in
Sign up
CPA
Cardiff Park Advisors’s
iShares California Muni Bond ETF
CMF
Stock Holding History
Cardiff Park 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
Q1
$175K
Buy
3,079
+15
+0.5%
+$865
0.01%
288
2025
Q4
$176K
Buy
3,064
+30
+1%
+$1.72K
0.01%
277
2025
Q3
$173K
Buy
3,034
+23
+0.8%
+$1.29K
0.01%
294
2025
Q2
$168K
Buy
3,011
+23
+0.8%
+$1.28K
0.01%
267
2025
Q1
$168K
Buy
2,988
+14
+0.5%
+$796
0.02%
265
2024
Q4
$170K
Buy
2,974
+28
+1%
+$1.61K
0.02%
260
2024
Q3
$171K
Buy
2,946
+20
+0.7%
+$1.15K
0.02%
258
2024
Q2
$166K
Buy
2,926
+20
+0.7%
+$1.14K
0.02%
248
2024
Q1
$167K
Buy
2,906
+13
+0.4%
+$750
0.02%
267
2023
Q4
$168K
Buy
2,893
+24
+0.8%
+$1.34K
0.02%
240
2023
Q3
$157K
Buy
2,869
+17
+0.6%
+$956
0.02%
226
2023
Q2
$162K
Buy
2,852
+15
+0.5%
+$855
0.02%
236
2023
Q1
$163K
Buy
2,837
+11
+0.4%
+$626
0.02%
230
2022
Q4
$159K
Buy
2,826
+20
+0.7%
+$1.11K
0.02%
239
2022
Q3
$152K
Buy
2,806
+13
+0.5%
+$736
0.02%
241
2022
Q2
$158K
Buy
2,793
+12
+0.4%
+$678
0.02%
246
2022
Q1
$162K
Buy
2,781
+8
+0.3%
+$481
0.02%
243
2021
Q4
$173K
Buy
+2,773
New
+$172K
0.02%
244
Other funds holding CMF
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
FWI
Facet Wealth Inc
Baltimore, Maryland
$5.77B AUM
14.56%
1-Year Est. Return
SC
Syon Capital
San Francisco, California
$1.99B AUM
22.67%
1-Year Est. Return
B
Bailard
Foster City, California
$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
Sign up
Sign in
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
Theme
Close