Avantax Advisory Services’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 | $4.48M | Buy |
80,438
+20,383
| +34% | +$1.14M | 0.02% | 482 |
|
|
2025
Q1 | $3.38M | Buy |
60,055
+6,283
| +12% | +$354K | 0.02% | 539 |
|
|
2024
Q4 | $3.08M | Buy |
53,772
+27,814
| +107% | +$1.59M | 0.02% | 553 |
|
|
2024
Q3 | $1.51M | Buy |
25,958
+6,942
| +37% | +$403K | 0.01% | 816 |
|
|
2024
Q2 | $1.08M | Buy |
19,016
+558
| +3% | +$31.7K | 0.01% | 938 |
|
|
2024
Q1 | $1.06M | Buy |
18,458
+563
| +3% | +$32.4K | 0.01% | 723 |
|
|
2023
Q4 | $1.04M | Buy |
17,895
+6,449
| +56% | +$374K | 0.01% | 699 |
|
|
2023
Q3 | $628K | Sell |
11,446
-10,285
| -47% | -$564K | 0.01% | 854 |
|
|
2023
Q2 | $1.24M | Buy |
21,731
+338
| +2% | +$19.2K | 0.01% | 611 |
|
|
2023
Q1 | $1.23M | Buy |
21,393
+1,230
| +6% | +$70.6K | 0.02% | 593 |
|
|
2022
Q4 | $1.13M | Buy |
20,163
+180
| +0.9% | +$10.1K | 0.02% | 598 |
|
|
2022
Q3 | $1.08M | Buy |
19,983
+9,341
| +88% | +$506K | 0.02% | 538 |
|
|
2022
Q2 | $601K | Sell |
10,642
-400
| -4% | -$22.6K | 0.01% | 705 |
|
|
2022
Q1 | $642K | Hold |
11,042
| – | – | 0.01% | 699 |
|
|
2021
Q4 | $688K | Hold |
11,042
| – | – | 0.01% | 647 |
|
|
2021
Q3 | $685K | Hold |
11,042
| – | – | 0.01% | 599 |
|
|
2021
Q2 | $691K | Hold |
11,042
| – | – | 0.01% | 577 |
|
|
2021
Q1 | $686K | Buy |
11,042
+2,050
| +23% | +$127K | 0.01% | 521 |
|
|
2020
Q4 | $565K | Sell |
8,992
-7,600
| -46% | -$478K | 0.01% | 521 |
|
|
2020
Q3 | $1.04M | Buy |
16,592
+7,236
| +77% | +$452K | 0.02% | 529 |
|
|
2020
Q2 | $582K | Buy |
9,356
+1
| +0% | +$62 | 0.02% | 443 |
|
|
2020
Q1 | $567K | Hold |
9,355
| – | – | 0.02% | 414 |
|
|
2019
Q4 | $573K | Buy |
9,355
+3,614
| +63% | +$221K | 0.01% | 437 |
|
|
2019
Q3 | $352K | Buy |
5,741
+290
| +5% | +$17.8K | 0.01% | 393 |
|
|
2019
Q2 | $331K | Buy |
5,451
+451
| +9% | +$27.4K | 0.01% | 379 |
|
|
2019
Q1 | $298K | Sell |
5,000
-95
| -2% | -$5.66K | 0.02% | 358 |
|
|
2018
Q4 | $298K | Buy |
+5,095
| New | +$298K | 0.05% | 300 |
|