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

SOL 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
Q3 		– Sell
-8,425
Closed -$470K – 308
2025
Q2 		$470K Buy
+8,425
New +$468K 0.05% 236
2024
Q4 		– Sell
-5,300
Closed -$308K – 307
2024
Q3 		$308K Hold
5,300
– – 0.03% 266
2024
Q2 		$301K Hold
5,300
– – 0.04% 260
2024
Q1 		$305K Hold
5,300
– – 0.04% 261
2023
Q4 		$307K Buy
+5,300
New +$296K 0.04% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
B
Bailard Foster City, California $4.94B AUM 25.15% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SOL Capital Management's CMF Position: Q3 2025 in Review

SOL Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 8,425 shares — an estimated $470K sold.

SOL Capital Management first reported a position in CMF in Q4 2023 and held it in 5 quarters. The position peaked at $470K in Q2 2025. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • SOL Capital Management reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SOL Capital Management sold 8,425 iShares California Muni Bond ETF shares in Q3 2025, an estimated $470K.
  • SOL Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • SOL Capital Management's iShares California Muni Bond ETF position peaked at $470K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on SOL Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.