Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21M | Sell |
368,508
-9,549
| -3% | -$551K | 0.02% | 658 |
|
|
2025
Q4 | $21.7M | Buy |
378,057
+60,318
| +19% | +$3.46M | 0.02% | 633 |
|
|
2025
Q3 | $18.1M | Buy |
317,739
+97,982
| +45% | +$5.48M | 0.02% | 682 |
|
|
2025
Q2 | $12.2M | Sell |
219,757
-13,204
| -6% | -$733K | 0.02% | 718 |
|
|
2025
Q1 | $13.1M | Buy |
232,961
+12,554
| +6% | +$714K | 0.03% | 637 |
|
|
2024
Q4 | $12.6M | Buy |
220,407
+21,182
| +11% | +$1.22M | 0.03% | 614 |
|
|
2024
Q3 | $11.6M | Buy |
199,225
+10,318
| +5% | +$594K | 0.03% | 638 |
|
|
2024
Q2 | $10.7M | Sell |
188,907
-2,890
| -2% | -$164K | 0.02% | 643 |
|
|
2024
Q1 | $11M | Buy |
191,797
+50,008
| +35% | +$2.89M | 0.03% | 633 |
|
|
2023
Q4 | $8.22M | Buy |
141,789
+5,640
| +4% | +$315K | 0.07% | 271 |
|
|
2023
Q3 | $7.47M | Buy |
136,149
+16,073
| +13% | +$904K | 0.06% | 296 |
|
|
2023
Q2 | $6.84M | Buy |
120,076
+3,684
| +3% | +$210K | 0.06% | 313 |
|
|
2023
Q1 | $6.68M | Buy |
116,392
+16,629
| +17% | +$946K | 0.06% | 307 |
|
|
2022
Q4 | $5.6M | Buy |
99,763
+86,484
| +651% | +$4.8M | 0.05% | 353 |
|
|
2022
Q3 | $720K | Sell |
13,279
-136
| -1% | -$7.7K | 0.01% | 847 |
|
|
2022
Q2 | $757K | Buy |
13,415
+814
| +6% | +$46K | 0.01% | 901 |
|
|
2022
Q1 | $733K | Sell |
12,601
-374
| -3% | -$22.5K | 0.01% | 944 |
|
|
2021
Q4 | $809K | Buy |
12,975
+396
| +3% | +$24.6K | 0.01% | 903 |
|
|
2021
Q3 | $781K | Sell |
12,579
-2,258
| -15% | -$142K | 0.01% | 883 |
|
|
2021
Q2 | $929K | Buy |
14,837
+4,099
| +38% | +$256K | 0.01% | 805 |
|
|
2021
Q1 | $667K | Buy |
10,738
+322
| +3% | +$20.1K | 0.01% | 836 |
|
|
2020
Q4 | $654K | Buy |
+10,416
| New | +$650K | 0.01% | 848 |
|
Other funds holding CMF
FWI
SC
B
EWA
