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

Leisure 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
2026
Q1 		– Sell
-32,714
Closed -$1.88M – 155
2025
Q4 		$1.88M Buy
+32,714
New +$1.88M 0.62% 38
2025
Q1 		– Sell
-24,353
Closed -$1.39M – 141
2024
Q4 		$1.39M Buy
24,353
+18,063
+287% +$1.04M 0.55% 47
2024
Q3 		$366K Sell
6,290
-304
-5% -$17.5K 0.16% 113
2024
Q2 		$375K Buy
6,594
+304
+5% +$17.3K 0.17% 111
2024
Q1 		$362K Sell
6,290
-26,385
-81% -$1.52M 0.18% 108
2023
Q4 		$1.89M Buy
32,675
+1,854
+6% +$103K 1.02% 27
2023
Q3 		$1.69M Sell
30,821
-1,493
-5% -$84K 0.97% 33
2023
Q2 		$1.84M Sell
32,314
-2,788
-8% -$159K 1.01% 29
2023
Q1 		$2.02M Sell
35,102
-41,717
-54% -$2.37M 1.16% 22
2022
Q4 		$4.31M Buy
76,819
+70,673
+1,150% +$3.92M 2.23% 6
2022
Q3 		$333K Sell
6,146
-442,280
-99% -$25M 0.2% 105
2022
Q2 		$25.3M Buy
+448,426
New +$25.3M 13.14% 1
2020
Q1 		– Sell
-6,300
Closed -$386K – 118
2019
Q4 		$386K Buy
+6,300
New +$385K 0.31% 103

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leisure Capital Management's CMF Position: Q1 2026 in Review

Leisure Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 32,714 shares — an estimated $1.88M sold.

Leisure Capital Management first reported a position in CMF in Q4 2019 and held it in 13 quarters. The position peaked at $25.3M in Q2 2022. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Leisure Capital Management reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Leisure Capital Management sold 32,714 iShares California Muni Bond ETF shares in Q1 2026, an estimated $1.88M.
  • Leisure Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 13 quarters.
  • Leisure Capital Management's iShares California Muni Bond ETF position peaked at $25.3M in Q2 2022.
  • 351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.