Boltwood Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Boltwood Capital Management’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$778K	Buy	13,505 +1,090	+9%	+$62.4K	0.18%	111
2026 Q1	$706K	Buy	12,415 +710	+6%	+$41K	0.18%	103
2025 Q4	$673K	Buy	11,705 +805	+7%	+$46.2K	0.17%	110
2025 Q3	$622K	Buy	10,900 +250	+2%	+$14K	0.17%	114
2025 Q2	$594K	Sell	10,650 -1,050	-9%	-$58.3K	0.17%	112
2025 Q1	$658K	Sell	11,700 -3,260	-22%	-$185K	0.2%	100
2024 Q4	$857K	Sell	14,960 -250	-2%	-$14.4K	0.26%	83
2024 Q3	$884K	Sell	15,210 -3,610	-19%	-$208K	0.26%	85
2024 Q2	$1.07M	Sell	18,820 -5,740	-23%	-$327K	0.33%	72
2024 Q1	$1.41M	Buy	24,560 +185	+0.8%	+$10.7K	0.44%	63
2023 Q4	$1.41M	Sell	24,375 -1,575	-6%	-$87.9K	0.47%	58
2023 Q3	$1.42M	Buy	25,950 +2,075	+9%	+$117K	0.53%	50
2023 Q2	$1.36M	Sell	23,875 -1,750	-7%	-$99.7K	0.49%	56
2023 Q1	$1.47M	Buy	25,625 +725	+3%	+$41.2K	0.55%	48
2022 Q4	$1.4M	Sell	24,900 -1,250	-5%	-$69.4K	0.57%	46
2022 Q3	$1.42M	Sell	26,150 -6,510	-20%	-$369K	0.65%	44
2022 Q2	$1.84M	Sell	32,660 -31,303	-49%	-$1.77M	0.8%	41
2022 Q1	$3.72M	Sell	63,963 -9,509	-13%	-$572K	1.44%	17
2021 Q4	$4.58M	Buy	73,472 +1,100	+2%	+$68.3K	1.69%	12
2021 Q3	$4.49M	Buy	72,372 +8,813	+14%	+$552K	1.81%	11
2021 Q2	$3.98M	Buy	63,559 +2,450	+4%	+$153K	1.65%	11
2021 Q1	$3.8M	Buy	61,109 +135	+0.2%	+$8.44K	1.69%	14
2020 Q4	$3.83M	Buy	60,974 +2,175	+4%	+$136K	1.86%	11
2020 Q3	$3.67M	Buy	58,799 +935	+2%	+$58.5K	2.05%	7
2020 Q2	$3.6M	Buy	57,864 +1,065	+2%	+$65.3K	2.17%	9
2020 Q1	$3.44M	Buy	56,799 +1,795	+3%	+$110K	2.43%	4
2019 Q4	$3.37M	Buy	55,004 +200	+0.4%	+$12.2K	1.89%	10
2019 Q3	$3.36M	Buy	54,804 +800	+1%	+$49K	2.11%	8
2019 Q2	$3.27M	Buy	54,004 +200	+0.4%	+$12K	2.09%	7
2019 Q1	$3.21M	Sell	53,804 -5,566	-9%	-$327K	2.09%	6
2018 Q4	$3.47M	Buy	59,370 +1,795	+3%	+$103K	2.37%	7
2018 Q3	$3.34M	Buy	57,575 +11,740	+26%	+$686K	1.99%	10
2018 Q2	$2.68M	Buy	45,835 +9,850	+27%	+$574K	1.75%	12
2018 Q1	$2.1M	Sell	35,985 -100	-0.3%	-$5.85K	1.44%	21
2017 Q4	$2.13M	Buy	36,085 +4,685	+15%	+$277K	1.31%	21
2017 Q3	$1.86M	Buy	31,400 +8,100	+35%	+$480K	1.21%	24
2017 Q2	$1.37M	Buy	+23,300	New	+$1.37M	0.93%	37