Bradley & Co Private Wealth 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 | $179K | Hold |
3,205
| – | – | 0.11% | 45 |
|
|
2025
Q1 | $180K | Hold |
3,205
| – | – | 0.12% | 44 |
|
|
2024
Q4 | $184K | Buy |
+3,205
| New | +$184K | 0.11% | 42 |
|
|
2024
Q2 | $182K | Hold |
3,205
| – | – | 0.13% | 40 |
|
|
2024
Q1 | $184K | Sell |
3,205
-782
| -20% | -$45K | 0.15% | 37 |
|
|
2023
Q4 | $231K | Hold |
3,987
| – | – | 0.21% | 29 |
|
|
2023
Q3 | $219K | Hold |
3,987
| – | – | 0.23% | 28 |
|
|
2023
Q2 | $227K | Hold |
3,987
| – | – | 0.22% | 30 |
|
|
2023
Q1 | $229K | Hold |
3,987
| – | – | 0.25% | 29 |
|
|
2022
Q4 | $224K | Buy |
3,987
+159
| +4% | +$8.92K | 0.27% | 31 |
|
|
2022
Q3 | $208K | Hold |
3,828
| – | – | 0.25% | 33 |
|
|
2022
Q2 | $216K | Sell |
3,828
-21,224
| -85% | -$1.2M | 0.24% | 43 |
|
|
2022
Q1 | $1.46M | Sell |
25,052
-25,324
| -50% | -$1.47M | 1.25% | 16 |
|
|
2021
Q4 | $3.14M | Buy |
50,376
+3,828
| +8% | +$239K | 2.52% | 14 |
|
|
2021
Q3 | $2.89M | Buy |
46,548
+912
| +2% | +$56.6K | 2.49% | 14 |
|
|
2021
Q2 | $2.86M | Buy |
45,636
+3,156
| +7% | +$198K | 2.49% | 14 |
|
|
2021
Q1 | $2.64M | Buy |
+42,480
| New | +$2.64M | 2.44% | 14 |
|