CAM
CMF icon

Clark Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Clark Asset Management’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 		$1.8M Buy
31,230
+3,613
+13% +$207K 0.14% 61
2026
Q1 		$1.57M Buy
27,617
+6,485
+31% +$374K 0.15% 60
2025
Q4 		$1.21M Buy
21,132
+19
+0.1% +$1.09K 0.13% 65
2025
Q3 		$1.2M Sell
21,113
-2,310
-10% -$129K 0.14% 60
2025
Q2 		$1.31M Sell
23,423
-2,675
-10% -$149K 0.18% 53
2025
Q1 		$1.47M Buy
26,098
+1,470
+6% +$83.5K 0.25% 36
2024
Q4 		$1.41M Buy
24,628
+930
+4% +$53.5K 0.26% 37
2024
Q3 		$1.38M Buy
23,698
+368
+2% +$21.2K 0.3% 37
2024
Q2 		$1.33M Sell
23,330
-2,885
-11% -$164K 0.37% 31
2024
Q1 		$1.51M Buy
26,215
+57
+0.2% +$3.29K 0.46% 27
2023
Q4 		$1.52M Buy
26,158
+254
+1% +$14.2K 0.55% 25
2023
Q3 		$1.42M Sell
25,904
-35,096
-58% -$1.97M 0.61% 26
2023
Q2 		$3.47M Buy
61,000
+331
+0.5% +$18.9K 1.63% 16
2023
Q1 		$3.48M Buy
60,669
+232
+0.4% +$13.2K 2.08% 14
2022
Q4 		$3.39M Buy
+60,437
New +$3.35M 2.44% 13

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
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