Joel Isaacson & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Joel Isaacson & Co’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
2022 Q2	–	Sell	-4,126	Closed	-$234K	–	304
2022 Q1	$234K	Hold	4,126	–	–	0.02%	282
2021 Q4	$257K	Hold	4,126	–	–	0.02%	275
2021 Q3	$256K	Hold	4,126	–	–	0.02%	267
2021 Q2	$258K	Buy	+4,126	New	+$258K	0.02%	254

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Joel Isaacson & Co's CMF Position: Q2 2022 in Review

Joel Isaacson & Co sold out of iShares California Muni Bond ETF (CMF) in Q2 2022, closing a stake of 4,126 shares — an estimated $234K sold.

Joel Isaacson & Co first reported a position in CMF in Q2 2021 and held it in 4 quarters. The position peaked at $258K in Q2 2021. 190 funds tracked by Wall St. Rank hold CMF as of Q2 2022.

Joel Isaacson & Co reported no remaining iShares California Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Joel Isaacson & Co sold 4,126 iShares California Muni Bond ETF shares in Q2 2022, an estimated $234K.
Joel Isaacson & Co first reported a position in iShares California Muni Bond ETF in Q2 2021 and held it in 4 quarters.
Joel Isaacson & Co's iShares California Muni Bond ETF position peaked at $258K in Q2 2021.
190 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2022.

Based on Joel Isaacson & Co's 13F filing for Q2 2022, filed 15 Jul 2022.