Adero Partners’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $442K | Sell |
7,845
-4,434
| -36% | -$250K | 0.03% | 135 |
|
|
2024
Q4 | $703K | Hold |
12,279
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $714K | Hold |
12,279
| – | – | 0.05% | 102 |
|
|
2024
Q2 | $698K | Buy |
12,279
+4,123
| +51% | +$235K | 0.05% | 99 |
|
|
2024
Q1 | $469K | Sell |
8,156
-416
| -5% | -$23.9K | 0.04% | 121 |
|
|
2023
Q4 | $497K | Hold |
8,572
| – | – | 0.04% | 108 |
|
|
2023
Q3 | $470K | Buy |
+8,572
| New | +$470K | 0.05% | 107 |
|