Angeles Wealth Management’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
Q2 | $91.6K | Hold |
1,644
| – | – | 0.01% | 362 |
|
|
2025
Q1 | $92.5K | Sell |
1,644
-158
| -9% | -$8.89K | 0.01% | 312 |
|
|
2024
Q4 | $103K | Buy |
1,802
+1,219
| +209% | +$69.8K | 0.01% | 319 |
|
|
2024
Q3 | $33.9K | Hold |
583
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $33.2K | Buy |
583
+302
| +107% | +$17.2K | ﹤0.01% | 268 |
|
|
2024
Q1 | $16.2K | Buy |
+281
| New | +$16.2K | ﹤0.01% | 275 |
|