Number of Shares
246,258.00
Current Holdings Value*
$13.73 Mil
% of Portfolio
2.36%
Total Estimate Gain
$-329,359.52
% of Total Estimate Gain
-2.24%

Affinity Capital Advisors, LLC's iShares California Muni Bond ETF Holding Summary

As of 2025-06-30, Affinity Capital Advisors, LLC held 246,258.00 shares of iShares California Muni Bond ETF(CMF), totaling $13.73 Mil. This investment constitutes 2.36% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.38% of the outstanding iShares California Muni Bond ETF(CMF) stock.

The initial trade took place in 2019Q4. And since then Affinity Capital Advisors, LLC has made 14 purchases of CMF, at an average price of $56.63, for a total of 259,711.00 shares. In addition, there have been 4 sales at an average price of $59.02 for 13,453.00 shares. Based on historical transaction data and CMF's current price of $55.16, Affinity Capital Advisors, LLC's estimated gain on his CMF holdings is $-329,359.52, reflecting a -2.24% gain to date.

Affinity Capital Advisors, LLC CMF ($55.16) Holding Chart

Affinity Capital Advisors, LLC CMF ($55.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1