FLC Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

FLC Capital 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 Q2	$839K	Buy	14,553 +4,249	+41%	+$243K	0.13%	98
2026 Q1	$586K	Buy	10,304 +5,878	+133%	+$339K	0.1%	120
2025 Q4	$254K	Buy	+4,426	New	+$254K	0.05%	178
2020 Q2	–	Sell	-7,462	Closed	-$440K	–	122
2020 Q1	$440K	Sell	7,462 -2,600	-26%	-$159K	0.2%	67
2019 Q4	$616K	Hold	10,062	–	–	0.25%	56
2019 Q3	$617K	Hold	10,062	–	–	0.26%	51
2019 Q2	$610K	Hold	10,062	–	–	0.25%	53
2019 Q1	$600K	Sell	10,062 -31,000	-75%	-$1.82M	0.27%	50
2018 Q4	$2.4M	Buy	+41,062	New	+$2.36M	1.62%	16

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

FLC Capital Advisors's CMF Position: Q2 2026 in Review

FLC Capital Advisors increased its iShares California Muni Bond ETF (CMF) stake by 41% in Q2 2026, buying an estimated $243K and bringing the position to 14,553 shares worth $839K. The position accounts for 0.13% of the portfolio, ranked #98.

FLC Capital Advisors first reported a position in CMF in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.4M in Q4 2018. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

FLC Capital Advisors held 14,553 shares of iShares California Muni Bond ETF worth $839K as of Q2 2026.
FLC Capital Advisors bought 4,249 iShares California Muni Bond ETF shares in Q2 2026, an estimated $243K.
iShares California Muni Bond ETF made up 0.13% of FLC Capital Advisors's portfolio in Q2 2026, its #98 holding.
FLC Capital Advisors first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 9 quarters since.
FLC Capital Advisors's iShares California Muni Bond ETF position peaked at $2.4M in Q4 2018.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.