Atria Wealth Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Atria Wealth Solutions’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell
2025 Q1	$353K	Sell
2024 Q4	$689K	Buy
2024 Q3	$671K	Buy
2024 Q2	$299K	Buy
2024 Q1	$300K	Buy
2023 Q4	$301K	Buy
2023 Q2	–	Sell
2023 Q1	$3.78M	Buy
2022 Q4	$3.4M	Buy
2022 Q3	$3.24M	Buy