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Financial Advocates Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-7,080
Closed -$395K – 174
2025
Q2 		$395K Sell
7,080
-2,114
-23% -$117K 0.03% 422
2025
Q1 		$517K Sell
9,194
-303
-3% -$17.2K 0.04% 416
2024
Q4 		$544K Sell
9,497
-343
-3% -$19.7K 0.03% 426
2024
Q3 		$572K Sell
9,840
-385
-4% -$22.2K 0.03% 424
2024
Q2 		$582K Sell
10,225
-4,455
-30% -$253K 0.04% 400
2024
Q1 		$845K Buy
14,680
+278
+2% +$16K 0.05% 341
2023
Q4 		$834K Buy
+14,402
New +$804K 0.05% 321
2022
Q3 		– Sell
-8,471
Closed -$478K – 761
2022
Q2 		$478K Buy
8,471
+4,565
+117% +$258K 0.04% 404
2022
Q1 		$227K Buy
3,906
+82
+2% +$4.93K 0.02% 655
2021
Q4 		$238K Buy
3,824
+19
+0.5% +$1.18K 0.02% 683
2021
Q3 		$236K Sell
3,805
-321
-8% -$20.1K 0.02% 665
2021
Q2 		$259K Buy
4,126
+8
+0.2% +$500 0.02% 638
2021
Q1 		$255K Sell
4,118
-1,115
-21% -$69.7K 0.02% 655
2020
Q4 		$378K Buy
5,233
+569
+12% +$35.5K 0.03% 508
2020
Q3 		$291K Buy
4,664
+274
+6% +$17.1K 0.02% 480
2020
Q2 		$277K Sell
4,390
-249
-5% -$15.3K 0.03% 480
2020
Q1 		$281K Sell
4,639
-2,119
-31% -$130K 0.04% 370
2019
Q4 		$414K Buy
6,758
+329
+5% +$20.1K 0.04% 349
2019
Q3 		$394K Buy
6,429
+161
+3% +$9.86K 0.05% 332
2019
Q2 		$380K Sell
6,268
-149
-2% -$8.94K 0.04% 334
2019
Q1 		$382K Sell
6,417
-1,949
-23% -$114K 0.05% 319
2018
Q4 		$489K Sell
8,366
-33,642
-80% -$1.94M 0.07% 249
2018
Q3 		$2.44M Buy
42,008
+15,084
+56% +$881K 0.27% 91
2018
Q2 		$1.57M Buy
26,924
+247
+0.9% +$14.4K 0.19% 122
2018
Q1 		$1.56M Buy
26,677
+351
+1% +$20.5K 0.2% 115
2017
Q4 		$1.56M Buy
+26,326
New +$1.56M 0.21% 102

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Advocates Investment Management's CMF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 7,080 shares — an estimated $395K sold.

Financial Advocates Investment Management first reported a position in CMF in Q4 2017 and held it in 26 quarters. The position peaked at $2.44M in Q3 2018. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,080 iShares California Muni Bond ETF shares in Q3 2025, an estimated $395K.
  • Financial Advocates Investment Management first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 26 quarters.
  • Financial Advocates Investment Management's iShares California Muni Bond ETF position peaked at $2.44M in Q3 2018.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.