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Asset Planning Inc’s iShares California Muni Bond ETF CMF Stock Holding History

Asset Planning Inc’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$39K Hold
700
– – 0.03% 165
2025
Q1 		$39.4K Hold
700
– – 0.03% 160
2024
Q4 		$40.1K Buy
+700
New +$40.1K 0.03% 161