Atria Wealth Solutions’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 | $220K | Sell |
3,950
-2,326
| -37% | -$129K | 0.01% | 1336 |
|
|
2025
Q1 | $353K | Sell |
6,276
-5,745
| -48% | -$323K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $689K | Buy |
12,021
+468
| +4% | +$26.8K | 0.01% | 1078 |
|
|
2024
Q3 | $671K | Buy |
11,553
+6,304
| +120% | +$366K | 0.01% | 1084 |
|
|
2024
Q2 | $299K | Buy |
5,249
+36
| +0.7% | +$2.05K | ﹤0.01% | 1488 |
|
|
2024
Q1 | $300K | Buy |
5,213
+23
| +0.4% | +$1.32K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $301K | Buy |
+5,190
| New | +$301K | ﹤0.01% | 1489 |
|
|
2023
Q2 | – | Sell |
-65,765
| Closed | -$3.78M | – | 1878 |
|
|
2023
Q1 | $3.78M | Buy |
65,765
+5,095
| +8% | +$293K | 0.06% | 341 |
|
|
2022
Q4 | $3.4M | Buy |
60,670
+893
| +1% | +$50.1K | 0.05% | 348 |
|
|
2022
Q3 | $3.24M | Buy |
+59,777
| New | +$3.24M | 0.06% | 330 |
|