Bristlecone Advisors’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
Q3 | $896K | Sell |
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|
2025
Q2 | $951K | Sell |
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|
2025
Q1 | $962K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $698K | Hold |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $622K | Buy |
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|
2020
Q3 | $563K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $306K | Buy |
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