55I LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$218K Sell
2021
Q4
$360K Sell
2021
Q3
$406K Sell
2021
Q2
$410K Buy
2021
Q1
$229K Buy
2020
Q4
Sell
2020
Q3
$1.82M Buy