AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $804 | Hold |
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|
2025
Q3 | $799 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $918K | Hold |
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|
2024
Q2 | $899K | Hold |
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|
2024
Q1 | $909K | Hold |
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|
2023
Q4 | $908K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $555K | Buy |
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