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

Prime Capital Investment 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	$4.31M	Buy	75,771 +1,873	+3%	+$108K	0.05%	243
2025 Q4	$4.25M	Buy	73,898 +314	+0.4%	+$18K	0.05%	224
2025 Q3	$4.2M	Buy	73,584 +167	+0.2%	+$9.34K	0.05%	229
2025 Q2	$4.09M	Sell	73,417 -10,581	-13%	-$587K	0.05%	228
2025 Q1	$4.73M	Buy	83,998 +3,776	+5%	+$215K	0.06%	228
2024 Q4	$4.6M	Sell	80,222 -400	-0.5%	-$23K	0.07%	190
2024 Q3	$4.68M	Sell	80,622 -1,103	-1%	-$63.5K	0.07%	199
2024 Q2	$4.65M	Sell	81,725 -3,571	-4%	-$203K	0.07%	192
2024 Q1	$4.91M	Hold	85,296	–	–	0.07%	202
2023 Q4	$4.94M	Sell	85,296 -49,524	-37%	-$2.76M	0.07%	199
2023 Q3	$7.39M	Sell	134,820 -387	-0.3%	-$21.8K	0.15%	114
2023 Q2	$7.7M	Buy	+135,207	New	+$7.7M	0.15%	118
2023 Q1	–	Sell	-3,761	Closed	-$211K	–	571
2022 Q4	$211K	Buy	+3,761	New	+$209K	0.01%	486

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prime Capital Investment Advisors's CMF Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares California Muni Bond ETF (CMF) stake by 2.5% in Q1 2026, buying an estimated $108K and bringing the position to 75,771 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #243.

Prime Capital Investment Advisors first reported a position in CMF in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.7M in Q2 2023. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Prime Capital Investment Advisors held 75,771 shares of iShares California Muni Bond ETF worth $4.31M as of Q1 2026.
Prime Capital Investment Advisors bought 1,873 iShares California Muni Bond ETF shares in Q1 2026, an estimated $108K.
iShares California Muni Bond ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #243 holding.
Prime Capital Investment Advisors first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
Prime Capital Investment Advisors's iShares California Muni Bond ETF position peaked at $7.7M in Q2 2023.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.