Betterment LLC’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 | $11.2M | Buy |
200,986
+5,920
| +3% | +$330K | 0.02% | 115 |
|
|
2025
Q1 | $11M | Sell |
195,066
-15,983
| -8% | -$899K | 0.03% | 107 |
|
|
2024
Q4 | $12.1M | Buy |
211,049
+16,359
| +8% | +$937K | 0.03% | 98 |
|
|
2024
Q3 | $11.3M | Buy |
194,690
+5,524
| +3% | +$321K | 0.03% | 94 |
|
|
2024
Q2 | $10.8M | Buy |
189,166
+25,892
| +16% | +$1.47M | 0.03% | 88 |
|
|
2024
Q1 | $9.4M | Buy |
163,274
+47,693
| +41% | +$2.74M | 0.03% | 85 |
|
|
2023
Q4 | $6.7M | Buy |
115,581
+1,168
| +1% | +$67.7K | 0.02% | 87 |
|
|
2023
Q3 | $6.27M | Buy |
114,413
+18,394
| +19% | +$1.01M | 0.02% | 80 |
|
|
2023
Q2 | $5.47M | Buy |
96,019
+4,927
| +5% | +$281K | 0.02% | 83 |
|
|
2023
Q1 | $5.23M | Buy |
91,092
+13,768
| +18% | +$791K | 0.02% | 86 |
|
|
2022
Q4 | $4.34M | Buy |
77,324
+20,023
| +35% | +$1.12M | 0.01% | 91 |
|
|
2022
Q3 | $3.24M | Hold |
57,301
| – | – | 0.01% | 99 |
|
|
2022
Q2 | $3.24M | Sell |
57,301
-19,719
| -26% | -$1.11M | 0.01% | 99 |
|
|
2022
Q1 | $4.48M | Sell |
77,020
-11,600
| -13% | -$675K | 0.01% | 92 |
|
|
2021
Q4 | $5.52M | Buy |
88,620
+12,703
| +17% | +$792K | 0.02% | 81 |
|
|
2021
Q3 | $4.71M | Buy |
75,917
+5,701
| +8% | +$354K | 0.02% | 81 |
|
|
2021
Q2 | $4.4M | Buy |
70,216
+10,540
| +18% | +$660K | 0.02% | 75 |
|
|
2021
Q1 | $3.71M | Sell |
59,676
-193
| -0.3% | -$12K | 0.01% | 66 |
|
|
2020
Q4 | $3.76M | Buy |
59,869
+5,764
| +11% | +$362K | 0.02% | 63 |
|
|
2020
Q3 | $3.38M | Sell |
54,105
-2,042
| -4% | -$127K | 0.02% | 59 |
|
|
2020
Q2 | $3.49M | Sell |
56,147
-8,219
| -13% | -$511K | 0.02% | 61 |
|
|
2020
Q1 | $3.9M | Sell |
64,366
-18,933
| -23% | -$1.15M | 0.02% | 58 |
|
|
2019
Q4 | $5.1M | Buy |
83,299
+8,766
| +12% | +$537K | 0.03% | 48 |
|
|
2019
Q3 | $4.52M | Hold |
74,533
| – | – | 0.03% | 48 |
|
|
2019
Q2 | $4.52M | Buy |
74,533
+10,937
| +17% | +$663K | 0.03% | 48 |
|
|
2019
Q1 | $3.79M | Sell |
63,596
-17,309
| -21% | -$1.03M | 0.02% | 54 |
|
|
2018
Q4 | $4.73M | Sell |
80,905
-3,650
| -4% | -$213K | 0.03% | 50 |
|
|
2018
Q3 | $4.9M | Buy |
84,555
+5,192
| +7% | +$301K | 0.03% | 43 |
|
|
2018
Q2 | $4.65M | Sell |
79,363
-12,632
| -14% | -$739K | 0.03% | 41 |
|
|
2018
Q1 | $5.33M | Buy |
91,995
+17,524
| +24% | +$1.01M | 0.04% | 36 |
|
|
2017
Q4 | $4.41M | Buy |
74,471
+38,919
| +109% | +$2.3M | 0.04% | 32 |
|
|
2017
Q3 | $4.21M | Buy |
35,552
+769
| +2% | +$91.1K | 0.04% | 31 |
|
|
2017
Q2 | $4.09M | Buy |
34,783
+1,789
| +5% | +$211K | 0.04% | 27 |
|
|
2017
Q1 | $3.84M | Sell |
32,994
-1,847
| -5% | -$215K | 0.05% | 29 |
|
|
2016
Q4 | $4.02M | Sell |
34,841
-250
| -0.7% | -$28.9K | 0.06% | 29 |
|
|
2016
Q3 | $4.24M | Sell |
35,091
-3,451
| -9% | -$416K | 0.07% | 27 |
|
|
2016
Q2 | $4.7M | Buy |
38,542
+3,080
| +9% | +$376K | 0.1% | 26 |
|
|
2016
Q1 | $4.23M | Sell |
35,462
-64
| -0.2% | -$7.64K | 0.11% | 27 |
|
|
2015
Q4 | $4.2M | Buy |
35,526
+135
| +0.4% | +$15.9K | 0.13% | 23 |
|
|
2015
Q3 | $4.15M | Buy |
35,391
+6,275
| +22% | +$736K | 0.16% | 23 |
|
|
2015
Q2 | $3.36M | Buy |
29,116
+14,655
| +101% | +$1.69M | 0.14% | 22 |
|
|
2015
Q1 | $1.71M | Buy |
14,461
+14,248
| +6,689% | +$1.68M | 0.1% | 23 |
|
|
2014
Q4 | $25K | Buy |
+213
| New | +$25K | ﹤0.01% | 32 |
|