SIG
CMF icon

Spinnaker Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

Spinnaker Investment Group’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 		$1.46M Buy
25,279
+8,127
+47% +$465K 0.23% 44
2026
Q1 		$975K Sell
17,152
-4,853
-22% -$280K 0.2% 44
2025
Q4 		$1.26M Buy
22,005
+3,781
+21% +$217K 0.23% 39
2025
Q3 		$1.04M Sell
18,224
-509
-3% -$28.5K 0.2% 43
2025
Q2 		$1.04M Sell
18,733
-2,880
-13% -$160K 0.25% 32
2025
Q1 		$1.22M Sell
21,613
-19,448
-47% -$1.11M 0.28% 32
2024
Q4 		$2.35M Buy
41,061
+1,043
+3% +$60K 0.57% 18
2024
Q3 		$2.33M Sell
40,018
-6,408
-14% -$369K 0.57% 17
2024
Q2 		$2.64M Sell
46,426
-10,975
-19% -$624K 0.73% 16
2024
Q1 		$3.3M Buy
57,401
+5,385
+10% +$311K 0.93% 14
2023
Q4 		$3.01M Sell
52,016
-20,771
-29% -$1.16M 0.91% 15
2023
Q3 		$3.99M Sell
72,787
-1,819
-2% -$102K 1.34% 13
2023
Q2 		$4.25M Buy
74,606
+2,469
+3% +$141K 1.4% 13
2023
Q1 		$4.14M Sell
72,137
-290
-0.4% -$16.5K 1.46% 13
2022
Q4 		$4.06M Buy
72,427
+1,433
+2% +$79.5K 1.45% 14
2022
Q3 		$3.85M Buy
70,994
+18,398
+35% +$1.04M 1.51% 14
2022
Q2 		$2.97M Buy
52,596
+1,110
+2% +$62.7K 1.21% 16
2022
Q1 		$2.99M Buy
51,486
+175
+0.3% +$10.5K 0.97% 20
2021
Q4 		$3.15M Buy
+51,311
New +$3.19M 1.11% 18

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return