Beacon Pointe Advisors’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
Q2 | $6.2M | Buy |
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|
2025
Q1 | $5.93M | Sell |
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|
2024
Q4 | $7.02M | Sell |
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|
2024
Q3 | $7.62M | Sell |
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|
2024
Q2 | $7.48M | Buy |
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|
2024
Q1 | $7.55M | Buy |
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|
2023
Q4 | $7.11M | Buy |
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|
2023
Q3 | $5.64M | Buy |
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|
2023
Q2 | $5.67M | Buy |
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|
2023
Q1 | $5.65M | Sell |
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|
2022
Q4 | $5.77M | Buy |
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|
2022
Q3 | $5.46M | Buy |
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|
2022
Q2 | $5.26M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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