Betterment LLC’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 | $11.2M | Buy |
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2025
Q1 | $11M | Sell |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $9.39M | Buy |
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|
2023
Q4 | $6.7M | Buy |
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|
2023
Q3 | $6.27M | Buy |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $5.23M | Buy |
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|
2022
Q4 | $4.34M | Buy |
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|
2022
Q3 | $3.23M | Hold |
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|
2022
Q2 | $3.23M | Sell |
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|
2022
Q1 | $4.48M | Sell |
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|
2021
Q4 | $5.52M | Buy |
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|
2021
Q3 | $4.71M | Buy |
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|
2021
Q2 | $4.4M | Buy |
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|
2021
Q1 | $3.71M | Sell |
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|
2020
Q4 | $3.76M | Buy |
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|
2020
Q3 | $3.38M | Sell |
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|
2020
Q2 | $3.49M | Sell |
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|
2020
Q1 | $3.9M | Sell |
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|
2019
Q4 | $5.1M | Buy |
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|
2019
Q3 | $4.52M | Hold |
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|
2019
Q2 | $4.52M | Buy |
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|
2019
Q1 | $3.79M | Sell |
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|
2018
Q4 | $4.73M | Sell |
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|
2018
Q3 | $4.9M | Buy |
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|
2018
Q2 | $4.65M | Sell |
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|
2018
Q1 | $5.33M | Buy |
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|
2017
Q4 | $4.41M | Buy |
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|
2017
Q3 | $4.21M | Buy |
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|
2017
Q2 | $4.09M | Buy |
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|
2017
Q1 | $3.84M | Sell |
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|
2016
Q4 | $4.02M | Sell |
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|
2016
Q3 | $4.24M | Sell |
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|
2016
Q2 | $4.7M | Buy |
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|
2016
Q1 | $4.23M | Sell |
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|
2015
Q4 | $4.2M | Buy |
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|
2015
Q3 | $4.15M | Buy |
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|
2015
Q2 | $3.36M | Buy |
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|
2015
Q1 | $1.71M | Buy |
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|
2014
Q4 | $25K | Buy |
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