CAPTRUST Financial 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
Q2 | $19.1M | Buy |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $8.65M | Buy |
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|
2024
Q3 | $6.26M | Buy |
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|
2024
Q2 | $5.95M | Buy |
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|
2024
Q1 | $5.14M | Sell |
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|
2023
Q4 | $5.66M | Sell |
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|
2023
Q3 | $7.29M | Sell |
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|
2023
Q2 | $8.03M | Sell |
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|
2023
Q1 | $8.39M | Sell |
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|
2022
Q4 | $9.25M | Buy |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $5.8M | Buy |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $497K | Sell |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $493K | Buy |
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|
2019
Q4 | $505K | Buy |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $30K | Buy |
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|
2019
Q1 | $29K | Buy |
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