Pure Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
195,635
+6,366
| +3% | +$367K | 0.16% | 72 |
|
|
2025
Q4 | $10.9M | Sell |
189,269
-615
| -0.3% | -$35.3K | 0.16% | 71 |
|
|
2025
Q3 | $10.8M | Sell |
189,884
-2,220
| -1% | -$124K | 0.17% | 70 |
|
|
2025
Q2 | $10.7M | Sell |
192,104
-5,091
| -3% | -$283K | 0.19% | 65 |
|
|
2025
Q1 | $11.1M | Sell |
197,195
-1,390
| -0.7% | -$79K | 0.23% | 59 |
|
|
2024
Q4 | $11.4M | Buy |
198,585
+188
| +0.1% | +$10.8K | 0.26% | 52 |
|
|
2024
Q3 | $11.5M | Buy |
198,397
+9,041
| +5% | +$521K | 0.28% | 51 |
|
|
2024
Q2 | $10.8M | Buy |
189,356
+14,295
| +8% | +$813K | 0.3% | 51 |
|
|
2024
Q1 | $10.1M | Buy |
175,061
+3,407
| +2% | +$197K | 0.32% | 52 |
|
|
2023
Q4 | $9.95M | Sell |
171,654
-18,641
| -10% | -$1.04M | 0.34% | 52 |
|
|
2023
Q3 | $10.4M | Buy |
190,295
+645
| +0.3% | +$36.3K | 0.43% | 47 |
|
|
2023
Q2 | $10.8M | Buy |
189,650
+3,670
| +2% | +$209K | 0.46% | 43 |
|
|
2023
Q1 | $10.7M | Buy |
185,980
+2,379
| +1% | +$135K | 0.49% | 42 |
|
|
2022
Q4 | $10.3M | Sell |
183,601
-15,131
| -8% | -$840K | 0.53% | 40 |
|
|
2022
Q3 | $10.8M | Sell |
198,732
-780
| -0.4% | -$44.2K | 0.63% | 39 |
|
|
2022
Q2 | $11.3M | Sell |
199,512
-59,665
| -23% | -$3.37M | 0.7% | 36 |
|
|
2022
Q1 | $15.1M | Sell |
259,177
-42,412
| -14% | -$2.55M | 0.69% | 33 |
|
|
2021
Q4 | $18.8M | Buy |
301,589
+20,660
| +7% | +$1.28M | 0.93% | 23 |
|
|
2021
Q3 | $17.4M | Buy |
280,929
+47,497
| +20% | +$2.98M | 1.34% | 22 |
|
|
2021
Q2 | $14.6M | Buy |
233,432
+30,262
| +15% | +$1.89M | 1.19% | 23 |
|
|
2021
Q1 | $12.6M | Buy |
203,170
+12,819
| +7% | +$801K | 1.25% | 24 |
|
|
2020
Q4 | $12M | Buy |
190,351
+25,103
| +15% | +$1.57M | 1.43% | 24 |
|
|
2020
Q3 | $10.3M | Sell |
165,248
-4,036
| -2% | -$253K | 1.51% | 20 |
|
|
2020
Q2 | $10.5M | Sell |
169,284
-1,332
| -0.8% | -$81.6K | 1.64% | 20 |
|
|
2020
Q1 | $10.3M | Sell |
170,616
-23,038
| -12% | -$1.41M | 1.74% | 20 |
|
|
2019
Q4 | $11.9M | Sell |
193,654
-6,270
| -3% | -$384K | 2.03% | 14 |
|
|
2019
Q3 | $12.3M | Sell |
199,924
-18,535
| -8% | -$1.14M | 2.21% | 13 |
|
|
2019
Q2 | $13.2M | Buy |
218,459
+3,523
| +2% | +$211K | 2.38% | 11 |
|
|
2019
Q1 | $12.8M | Buy |
214,936
+4,404
| +2% | +$259K | 2.41% | 11 |
|
|
2018
Q4 | $12.3M | Buy |
210,532
+29,393
| +16% | +$1.69M | 2.5% | 11 |
|
|
2018
Q3 | $10.5M | Buy |
+181,139
| New | +$10.6M | 2.3% | 12 |
|
|
2017
Q4 | – | Sell |
-136,616
| Closed | -$8.1M | – | 20 |
|
|
2017
Q3 | $8.1M | Buy |
136,616
+1,674
| +1% | +$99.3K | 2.08% | 14 |
|
|
2017
Q2 | $7.94M | Buy |
134,942
+15,102
| +13% | +$887K | 2.14% | 14 |
|
|
2017
Q1 | $6.97M | Buy |
119,840
+10,718
| +10% | +$619K | 2.02% | 13 |
|
|
2016
Q4 | $6.3M | Sell |
109,122
-20,306
| -16% | -$1.19M | 1.89% | 13 |
|
|
2016
Q3 | $7.81M | Buy |
129,428
+18,676
| +17% | +$1.13M | 2.51% | 12 |
|
|
2016
Q2 | $6.76M | Sell |
110,752
-3,836
| -3% | -$231K | 2.32% | 12 |
|
|
2016
Q1 | $6.83M | Sell |
114,588
-4,232
| -4% | -$252K | 2.45% | 12 |
|
|
2015
Q4 | $7.02M | Sell |
118,820
-6,384
| -5% | -$375K | 3.04% | 10 |
|
|
2015
Q3 | $7.35M | Buy |
125,204
+27,906
| +29% | +$1.62M | 3.44% | 9 |
|
|
2015
Q2 | $5.62M | Buy |
97,298
+41,624
| +75% | +$2.42M | 2.78% | 10 |
|
|
2015
Q1 | $3.29M | Sell |
55,674
-1,546
| -3% | -$91.4K | 1.1% | 13 |
|
|
2014
Q4 | $3.37M | Buy |
57,220
+3,466
| +6% | +$204K | 1.16% | 13 |
|
|
2014
Q3 | $3.14M | Sell |
53,754
-1,012
| -2% | -$58.8K | 1.16% | 15 |
|
|
2014
Q2 | $3.17M | Sell |
54,766
-832
| -1% | -$47.8K | 1.17% | 15 |
|
|
2014
Q1 | $3.15M | Buy |
55,598
+1,870
| +3% | +$105K | 1.28% | 14 |
|
|
2013
Q4 | $2.92M | Buy |
53,728
+9,144
| +21% | +$502K | 1.28% | 15 |
|
|
2013
Q3 | $2.43M | Sell |
44,584
-16
| -0% | -$859 | 1.17% | 16 |
|
|
2013
Q2 | $2.41M | Buy |
+44,600
| New | +$2.53M | 1.29% | 16 |
|
Other funds holding CMF
FWI
SC
B
EWA
Pure Financial Advisors's CMF Position: Q1 2026 in Review
Pure Financial Advisors increased its iShares California Muni Bond ETF (CMF) stake by 3.4% in Q1 2026, buying an estimated $367K and bringing the position to 195,635 shares worth $11.1M. The position accounts for 0.16% of the portfolio, ranked #72.
Pure Financial Advisors first reported a position in CMF in Q2 2013 and has held it in 49 quarters since. The position peaked at $18.8M in Q4 2021. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.
- Pure Financial Advisors held 195,635 shares of iShares California Muni Bond ETF worth $11.1M as of Q1 2026.
- Pure Financial Advisors bought 6,366 iShares California Muni Bond ETF shares in Q1 2026, an estimated $367K.
- iShares California Muni Bond ETF made up 0.16% of Pure Financial Advisors's portfolio in Q1 2026, its #72 holding.
- Pure Financial Advisors first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 49 quarters since.
- Pure Financial Advisors's iShares California Muni Bond ETF position peaked at $18.8M in Q4 2021.
- 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.
Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.