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Ballast Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Ballast Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.9K Buy
410
+5
+1% +$279 0.01% 154
2025
Q1 		$22.8K Hold
405
– – 0.01% 152
2024
Q4 		$23.2K Sell
405
-90
-18% -$5.16K 0.01% 148
2024
Q3 		$28.8K Buy
+495
New +$28.8K 0.01% 149