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

KM 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
2025 Q4	–	Sell	-8,988	Closed	-$513K	–	49
2025 Q3	$513K	Buy	8,988 +69	+0.8%	+$3.86K	0.24%	39
2025 Q2	$497K	Buy	8,919 +67	+0.8%	+$3.72K	0.25%	39
2025 Q1	$498K	Buy	8,852 +3,097	+54%	+$176K	0.27%	38
2024 Q4	$330K	Buy	5,755 +55	+1%	+$3.16K	0.17%	36
2024 Q3	$331K	Buy	5,700 +39	+0.7%	+$2.25K	0.18%	37
2024 Q2	$322K	Buy	5,661 +39	+0.7%	+$2.22K	0.17%	39
2024 Q1	$323K	Buy	5,622 +25	+0.4%	+$1.44K	0.18%	39
2023 Q4	$324K	Buy	5,597 +176	+3%	+$9.82K	0.19%	38
2023 Q3	$297K	Buy	5,421 +121	+2%	+$6.81K	0.2%	34
2023 Q2	$302K	Buy	+5,300	New	+$302K	0.22%	32

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

KM Capital Management's CMF Position: Q4 2025 in Review

KM Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 8,988 shares — an estimated $513K sold.

KM Capital Management first reported a position in CMF in Q2 2023 and held it in 10 quarters. The position peaked at $513K in Q3 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

KM Capital Management reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
KM Capital Management sold 8,988 iShares California Muni Bond ETF shares in Q4 2025, an estimated $513K.
KM Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2023 and held it in 10 quarters.
KM Capital Management's iShares California Muni Bond ETF position peaked at $513K in Q3 2025.
336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on KM Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.