Cherry Tree 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 | $352K | Sell |
6,311
-358
| -5% | -$20K | 0.08% | 113 |
|
|
2025
Q1 | $375K | Hold |
6,669
| – | – | 0.09% | 113 |
|
|
2024
Q4 | $382K | Hold |
6,669
| – | – | 0.09% | 113 |
|
|
2024
Q3 | $388K | Hold |
6,669
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $379K | Hold |
6,669
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $384K | Hold |
6,669
| – | – | 0.1% | 108 |
|
|
2023
Q4 | $386K | Hold |
6,669
| – | – | 0.1% | 105 |
|
|
2023
Q3 | $366K | Hold |
6,669
| – | – | 0.11% | 98 |
|
|
2023
Q2 | $380K | Buy |
+6,669
| New | +$380K | 0.11% | 97 |
|