Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$563K Sell
10,406
-1,317
-11% -$74.1K 0.02% 624
2026
Q2 		$676K Buy
11,723
+468
+4% +$26.8K 0.02% 590
2026
Q1 		$640K Buy
11,255
+1,609
+17% +$92.8K 0.02% 571
2025
Q4 		$554K Sell
9,646
-16,065
-62% -$922K 0.02% 607
2025
Q3 		$1.47M Sell
25,711
-197
-0.8% -$11K 0.04% 389
2025
Q2 		$1.44M Sell
25,908
-2,898
-10% -$161K 0.04% 362
2025
Q1 		$1.62M Sell
28,806
-778
-3% -$44.2K 0.05% 323
2024
Q4 		$1.69M Buy
29,584
+261
+0.9% +$15K 0.07% 234
2024
Q3 		$1.7M Sell
29,323
-52,386
-64% -$3.02M 0.05% 325
2024
Q2 		$4.65M Sell
81,709
-3,112
-4% -$177K 0.15% 173
2024
Q1 		$4.88M Sell
84,821
-410
-0.5% -$23.7K 0.16% 169
2023
Q4 		$4.93M Sell
85,231
-31,252
-27% -$1.74M 0.18% 162
2023
Q3 		$6.39M Sell
116,483
-8,523
-7% -$479K 0.3% 86
2023
Q2 		$7.12M Buy
125,006
+83,194
+199% +$4.74M 0.37% 60
2023
Q1 		$2.4M Sell
41,812
-17,368
-29% -$988K 0.14% 187
2022
Q4 		$3.32M Buy
59,180
+7,437
+14% +$413K 0.23% 111
2022
Q3 		$2.8M Buy
51,743
+1,643
+3% +$93K 0.21% 115
2022
Q2 		$2.83M Buy
50,100
+40,476
+421% +$2.29M 0.22% 106
2022
Q1 		$560K Buy
9,624
+3,127
+48% +$188K 0.04% 415
2021
Q4 		$405K Sell
6,497
-21,623
-77% -$1.34M 0.03% 487
2021
Q3 		$1.75M Sell
28,120
-11,172
-28% -$700K 0.13% 188
2021
Q2 		$2.46M Buy
39,292
+6,776
+21% +$424K 0.19% 124
2021
Q1 		$2.02M Buy
32,516
+13,725
+73% +$858K 0.19% 134
2020
Q4 		$1.18M Buy
18,791
+2,612
+16% +$163K 0.11% 206
2020
Q3 		$1.01M Buy
16,179
+3,331
+26% +$208K 0.11% 204
2020
Q2 		$799K Buy
12,848
+6,000
+88% +$368K 0.11% 214
2020
Q1 		$414K Buy
6,848
+1,090
+19% +$66.7K 0.08% 271
2019
Q4 		$353K Buy
5,758
+530
+10% +$32.4K 0.05% 375
2019
Q3 		$320K Hold
5,228
– – 0.05% 364
2019
Q2 		$317K Buy
+5,228
New +$314K 0.05% 348

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's CMF Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares California Muni Bond ETF (CMF) stake by 11% in Q3 2026, selling an estimated $74.1K and leaving 10,406 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #624.

Dynamic Advisor Solutions first reported a position in CMF in Q2 2019 and has held it in 30 quarters since. The position peaked at $7.12M in Q2 2023. 65 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Dynamic Advisor Solutions held 10,406 shares of iShares California Muni Bond ETF worth $563K as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,317 iShares California Muni Bond ETF shares in Q3 2026, an estimated $74.1K.
  • iShares California Muni Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #624 holding.
  • Dynamic Advisor Solutions first reported a position in iShares California Muni Bond ETF in Q2 2019 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares California Muni Bond ETF position peaked at $7.12M in Q2 2023.
  • 65 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.