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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return