Atlas Capital Advisors’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
Q2 | $495K | Buy |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $574K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $130K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $250K | Buy |
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