Chesley Taft & Associates’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 | $393K | Buy |
7,050
+2,100
| +42% | +$117K | 0.02% | 277 |
|
|
2025
Q1 | $279K | Hold |
4,950
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $284K | Sell |
4,950
-150
| -3% | -$8.59K | 0.01% | 293 |
|
|
2024
Q3 | $296K | Hold |
5,100
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $290K | Hold |
5,100
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $293K | Buy |
+5,100
| New | +$293K | 0.02% | 283 |
|