Atomi Financial Group’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
$3.75M Buy
67,188
+11,460
+21% +$639K 0.14% 112
2025
Q1
$3.14M Buy
55,728
+1,019
+2% +$57.3K 0.14% 116
2024
Q4
$3.13M Buy
54,709
+10,726
+24% +$614K 0.16% 106
2024
Q3
$2.56M Buy
43,983
+8,211
+23% +$477K 0.16% 107
2024
Q2
$2.03M Buy
35,772
+2,896
+9% +$165K 0.15% 118
2024
Q1
$1.89M Buy
32,876
+12,120
+58% +$697K 0.17% 119
2023
Q4
$1.2M Buy
+20,756
New +$1.2M 0.17% 120