Avantax Planning Partners’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Buy |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $709K | Hold |
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|
2024
Q2 | $694K | Hold |
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|
2024
Q1 | $702K | Hold |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $219K | Buy |
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