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

PFG 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	$238K	Buy	4,126 +414	+11%	+$23.7K	0.01%	733
2026 Q1	$211K	Sell	3,712 -396	-10%	-$22.8K	0.01%	759
2025 Q4	$236K	Sell	4,108 -172	-4%	-$9.87K	0.01%	721
2025 Q3	$244K	Buy	+4,280	New	+$239K	0.01%	742
2025 Q2	–	Sell	-5,733	Closed	-$323K	–	638
2025 Q1	$323K	Buy	5,733 +9	+0.2%	+$512	0.02%	579
2024 Q4	$328K	Buy	5,724 +272	+5%	+$15.6K	0.02%	566
2024 Q3	$317K	Sell	5,452 -833	-13%	-$48K	0.02%	574
2024 Q2	$357K	Buy	6,285 +208	+3%	+$11.8K	0.02%	504
2024 Q1	$350K	Buy	6,077 +1,237	+26%	+$71.4K	0.03%	485
2023 Q4	$280K	Buy	4,840 +693	+17%	+$38.7K	0.02%	499
2023 Q3	$227K	Buy	+4,147	New	+$233K	0.02%	541

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

PFG Advisors's CMF Position: Q2 2026 in Review

PFG Advisors increased its iShares California Muni Bond ETF (CMF) stake by 11% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,126 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #733.

PFG Advisors first reported a position in CMF in Q3 2023 and has held it in 11 quarters since. The position peaked at $357K in Q2 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

PFG Advisors held 4,126 shares of iShares California Muni Bond ETF worth $238K as of Q2 2026.
PFG Advisors bought 414 iShares California Muni Bond ETF shares in Q2 2026, an estimated $23.7K.
iShares California Muni Bond ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #733 holding.
PFG Advisors first reported a position in iShares California Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
PFG Advisors's iShares California Muni Bond ETF position peaked at $357K in Q2 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.