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 Q3	–	Sell	-4,126	Closed	-$238K	–	772
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%	-$9.9K	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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

PFG Advisors's CMF Position: Q3 2026 in Review

PFG Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 4,126 shares — an estimated $238K sold.

PFG Advisors first reported a position in CMF in Q3 2023 and held it in 11 quarters. The position peaked at $357K in Q2 2024. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

PFG Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
PFG Advisors sold 4,126 iShares California Muni Bond ETF shares in Q3 2026, an estimated $238K.
PFG Advisors first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 11 quarters.
PFG Advisors's iShares California Muni Bond ETF position peaked at $357K in Q2 2024.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.