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Atlas Legacy Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Atlas Legacy Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.4M Buy
203,783
+166,711
+450% +$9.29M 2.5% 7
2025
Q1 		$2.09M Sell
37,072
-878
-2% -$49.5K 0.53% 44
2024
Q4 		$2.17M Buy
+37,950
New +$2.17M 0.53% 38