CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’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 | $4.77M | Buy |
85,544
+17,467
| +26% | +$974K | 0.08% | 86 |
|
|
2025
Q1 | $3.83M | Buy |
68,077
+11,401
| +20% | +$642K | 0.07% | 91 |
|
|
2024
Q4 | $3.25M | Sell |
56,676
-9,004
| -14% | -$516K | 0.06% | 82 |
|
|
2024
Q3 | $3.82M | Buy |
65,680
+5,849
| +10% | +$340K | 0.09% | 77 |
|
|
2024
Q2 | $3.4M | Buy |
59,831
+43,525
| +267% | +$2.48M | 0.07% | 79 |
|
|
2024
Q1 | $938K | Buy |
+16,306
| New | +$938K | 0.02% | 135 |
|