Boltwood Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
10,650
-1,050
| -9% | -$58.5K | 0.17% | 112 |
|
|
2025
Q1 | $658K | Sell |
11,700
-3,260
| -22% | -$183K | 0.2% | 100 |
|
|
2024
Q4 | $857K | Sell |
14,960
-250
| -2% | -$14.3K | 0.26% | 83 |
|
|
2024
Q3 | $884K | Sell |
15,210
-3,610
| -19% | -$210K | 0.26% | 85 |
|
|
2024
Q2 | $1.07M | Sell |
18,820
-5,740
| -23% | -$326K | 0.33% | 72 |
|
|
2024
Q1 | $1.41M | Buy |
24,560
+185
| +0.8% | +$10.6K | 0.44% | 63 |
|
|
2023
Q4 | $1.41M | Sell |
24,375
-1,575
| -6% | -$91.3K | 0.47% | 58 |
|
|
2023
Q3 | $1.42M | Buy |
25,950
+2,075
| +9% | +$114K | 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% | +$41.6K | 0.55% | 48 |
|
|
2022
Q4 | $1.4M | Sell |
24,900
-1,250
| -5% | -$70.1K | 0.57% | 46 |
|
|
2022
Q3 | $1.42M | Sell |
26,150
-6,510
| -20% | -$353K | 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% | -$553K | 1.44% | 17 |
|
|
2021
Q4 | $4.58M | Buy |
73,472
+1,100
| +2% | +$68.6K | 1.69% | 12 |
|
|
2021
Q3 | $4.49M | Buy |
72,372
+8,813
| +14% | +$547K | 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% | +$8.39K | 1.69% | 14 |
|
|
2020
Q4 | $3.83M | Buy |
60,974
+2,175
| +4% | +$137K | 1.86% | 11 |
|
|
2020
Q3 | $3.67M | Buy |
58,799
+935
| +2% | +$58.3K | 2.05% | 7 |
|
|
2020
Q2 | $3.6M | Buy |
57,864
+1,065
| +2% | +$66.2K | 2.17% | 9 |
|
|
2020
Q1 | $3.44M | Buy |
56,799
+1,795
| +3% | +$109K | 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 | $3.28M | Buy |
54,004
+200
| +0.4% | +$12.1K | 2.09% | 7 |
|
|
2019
Q1 | $3.21M | Sell |
53,804
-5,566
| -9% | -$332K | 2.09% | 6 |
|
|
2018
Q4 | $3.47M | Buy |
59,370
+1,795
| +3% | +$105K | 2.37% | 7 |
|
|
2018
Q3 | $3.34M | Buy |
57,575
+11,740
| +26% | +$681K | 1.99% | 10 |
|
|
2018
Q2 | $2.68M | Buy |
45,835
+9,850
| +27% | +$577K | 1.75% | 12 |
|
|
2018
Q1 | $2.1M | Sell |
35,985
-100
| -0.3% | -$5.84K | 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 |
|