Aspen Investment 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 | $593K | Sell |
10,631
-250
| -2% | -$13.9K | 0.25% | 94 |
|
|
2025
Q1 | $612K | Hold |
10,881
| – | – | 0.28% | 86 |
|
|
2024
Q4 | $623K | Hold |
10,881
| – | – | 0.29% | 88 |
|
|
2024
Q3 | $632K | Buy |
10,881
+2,169
| +25% | +$126K | 0.29% | 86 |
|
|
2024
Q2 | $496K | Buy |
8,712
+1,750
| +25% | +$99.6K | 0.25% | 97 |
|
|
2024
Q1 | $401K | Buy |
+6,962
| New | +$401K | 0.2% | 117 |
|