Certus 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 | $7.92M | Sell |
142,019
-1
| -0% | -$56 | 5.1% | 6 |
|
|
2025
Q1 | $7.9M | Buy |
142,020
+2,014
| +1% | +$112K | 5.36% | 4 |
|
|
2024
Q4 | $7.98M | Buy |
140,006
+12,176
| +10% | +$694K | 5.34% | 6 |
|
|
2024
Q3 | $7.43M | Buy |
127,830
+1,977
| +2% | +$115K | 5.17% | 5 |
|
|
2024
Q2 | $7.16M | Buy |
125,853
+10,227
| +9% | +$582K | 5.44% | 5 |
|
|
2024
Q1 | $6.58M | Buy |
115,626
+42,392
| +58% | +$2.41M | 5.24% | 5 |
|
|
2023
Q4 | $4.24M | Buy |
73,234
+23,185
| +46% | +$1.34M | 3.6% | 9 |
|
|
2023
Q3 | $2.74M | Buy |
50,049
+19,646
| +65% | +$1.08M | 2.62% | 12 |
|
|
2023
Q2 | $1.73M | Buy |
+30,403
| New | +$1.73M | 1.72% | 15 |
|