Avantax Planning Partners’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 | $572K | Sell |
10,266
-1,255
| -11% | -$70K | 0.02% | 250 |
|
|
2025
Q1 | $648K | Sell |
11,521
-95
| -0.8% | -$5.35K | 0.02% | 220 |
|
|
2024
Q4 | $665K | Sell |
11,616
-580
| -5% | -$33.2K | 0.02% | 215 |
|
|
2024
Q3 | $709K | Hold |
12,196
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $694K | Hold |
12,196
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $702K | Hold |
12,196
| – | – | 0.02% | 248 |
|
|
2023
Q4 | $707K | Buy |
12,196
+8,300
| +213% | +$481K | 0.03% | 203 |
|
|
2023
Q3 | $214K | Hold |
3,896
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $222K | Hold |
3,896
| – | – | 0.01% | 338 |
|
|
2023
Q1 | $224K | Hold |
3,896
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $219K | Buy |
+3,896
| New | +$219K | 0.01% | 345 |
|