Carson Wealth (CWM LLC)’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Buy |
123,259
+17,070
| +16% | +$951K | 0.02% | 501 |
|
|
2025
Q1 | $5.98M | Buy |
+106,189
| New | +$5.98M | 0.02% | 475 |
|
|
2024
Q4 | – | Sell |
-1,256
| Closed | -$73K | – | 4932 |
|
|
2024
Q3 | $73K | Buy |
+1,256
| New | +$73K | ﹤0.01% | 2393 |
|
|
2024
Q2 | – | Sell |
-1,659
| Closed | -$95K | – | 4621 |
|
|
2024
Q1 | $95K | Buy |
+1,659
| New | +$95K | ﹤0.01% | 1905 |
|
|
2022
Q1 | – | Sell |
-6,457
| Closed | -$402K | – | 3539 |
|
|
2021
Q4 | $402K | Buy |
+6,457
| New | +$402K | ﹤0.01% | 787 |
|