AE Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

AE Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$799	Buy
2024 Q4	–	Sell
2024 Q3	$918K	Hold
2024 Q2	$899K	Hold
2024 Q1	$909K	Hold
2023 Q4	$908K	Buy
2019 Q3	–	Sell
2019 Q2	$257K	Sell
2019 Q1	$309K	Sell
2018 Q4	$394K	Sell
2018 Q3	$555K	Buy