KCM
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Karp Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Karp Capital Management’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
-56,017
Closed -$3.26M – 141
2022
Q1 		$3.26M Sell
56,017
-22,059
-28% -$1.33M 0.47% 69
2021
Q4 		$4.87M Buy
78,076
+11,953
+18% +$743K 0.61% 65
2021
Q3 		$4.11M Buy
66,123
+2,608
+4% +$163K 0.58% 69
2021
Q2 		$3.98M Buy
63,515
+2,824
+5% +$177K 0.59% 67
2021
Q1 		$3.77M Buy
60,691
+5,678
+10% +$355K 0.68% 58
2020
Q4 		$3.46M Buy
55,013
+6,127
+13% +$383K 0.71% 52
2020
Q3 		$3.05M Sell
48,886
-11,356
-19% -$711K 0.75% 51
2020
Q2 		$3.75M Buy
60,242
+2,820
+5% +$173K 1.04% 37
2020
Q1 		$3.48M Sell
57,422
-6,937
-11% -$425K 1.14% 37
2019
Q4 		$3.94M Buy
64,359
+11,350
+21% +$694K 1.04% 43
2019
Q3 		$3.25M Buy
53,009
+255
+0.5% +$15.6K 0.95% 44
2019
Q2 		$3.2M Buy
52,754
+2,255
+4% +$135K 1.01% 44
2019
Q1 		$3.01M Buy
50,499
+1,476
+3% +$86.7K 1.07% 39
2018
Q4 		$2.87M Buy
49,023
+3,662
+8% +$211K 1.37% 25
2018
Q3 		$2.63M Buy
45,361
+5,738
+14% +$335K 0.91% 47
2018
Q2 		$2.32M Buy
+39,623
New +$2.31M 0.91% 44

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Fidelity Investments
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

Karp Capital Management's CMF Position: Q2 2022 in Review

Karp Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2022, closing a stake of 56,017 shares — an estimated $3.26M sold.

Karp Capital Management first reported a position in CMF in Q2 2018 and held it in 16 quarters. The position peaked at $4.87M in Q4 2021. 190 funds tracked by Wall St. Rank hold CMF as of Q2 2022.

  • Karp Capital Management reported no remaining iShares California Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Karp Capital Management sold 56,017 iShares California Muni Bond ETF shares in Q2 2022, an estimated $3.26M.
  • Karp Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2018 and held it in 16 quarters.
  • Karp Capital Management's iShares California Muni Bond ETF position peaked at $4.87M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.