BIA
Bell Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
18,775
-55,377
| -75% | -$3.09M | 0.18% | 52 |
|
|
2025
Q1 | $4.17M | Buy |
74,152
+9,946
| +15% | +$560K | 0.77% | 26 |
|
|
2024
Q4 | $3.68M | Buy |
64,206
+4,853
| +8% | +$278K | 0.69% | 27 |
|
|
2024
Q3 | $3.45M | Buy |
59,353
+3,663
| +7% | +$213K | 0.63% | 29 |
|
|
2024
Q2 | $3.17M | Buy |
55,690
+816
| +1% | +$46.4K | 0.62% | 28 |
|
|
2024
Q1 | $3.16M | Buy |
54,874
+4,028
| +8% | +$232K | 0.62% | 28 |
|
|
2023
Q4 | $2.95M | Buy |
50,846
+2,099
| +4% | +$122K | 0.6% | 28 |
|
|
2023
Q3 | $2.67M | Buy |
48,747
+46,418
| +1,993% | +$2.55M | 0.6% | 28 |
|
|
2023
Q2 | $133K | Buy |
+2,329
| New | +$133K | 0.03% | 95 |
|