Caerus Investment 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
2023
Q3
Sell
2023
Q2
$1.5M Hold
2023
Q1
$1.51M Hold
2022
Q4
$1.47M Hold
2022
Q3
$1.42M Hold
2022
Q2
$1.48M Buy
2022
Q1
$948K Buy
2021
Q4
$499K Buy