SC
CMF icon

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

Seldon Capital’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
-17,739
Closed -$1.03M – 287
2022
Q1 		$1.03M Sell
17,739
-42,339
-70% -$2.55M 0.61% 31
2021
Q4 		$3.75M Buy
+60,078
New +$3.73M 2.41% 13

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

Seldon Capital's CMF Position: Q2 2022 in Review

Seldon Capital sold out of iShares California Muni Bond ETF (CMF) in Q2 2022, closing a stake of 17,739 shares — an estimated $1.03M sold.

Seldon Capital first reported a position in CMF in Q4 2021 and held it in 2 quarters. The position peaked at $3.75M in Q4 2021. 190 funds tracked by Wall St. Rank hold CMF as of Q2 2022.

  • Seldon Capital reported no remaining iShares California Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Seldon Capital sold 17,739 iShares California Muni Bond ETF shares in Q2 2022, an estimated $1.03M.
  • Seldon Capital first reported a position in iShares California Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Seldon Capital's iShares California Muni Bond ETF position peaked at $3.75M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2022.

Based on Seldon Capital's 13F filing for Q2 2022, filed 11 Aug 2022.