Client First Capital’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 | $5.16M | Hold |
92,578
| – | – | 2.42% | 11 |
|
|
2025
Q1 | $5.21M | Hold |
92,578
| – | – | 2.67% | 11 |
|
|
2024
Q4 | $5.3M | Buy |
92,578
+138
| +0.1% | +$7.91K | 2.73% | 10 |
|
|
2024
Q3 | $5.37M | Buy |
92,440
+86,569
| +1,475% | +$5.03M | 2.97% | 10 |
|
|
2024
Q2 | $334K | Hold |
5,871
| – | – | 0.2% | 16 |
|
|
2024
Q1 | $338K | Sell |
5,871
-607
| -9% | -$34.9K | 0.24% | 13 |
|
|
2023
Q4 | $375K | Sell |
6,478
-11,196
| -63% | -$649K | 0.27% | 18 |
|
|
2023
Q3 | $969K | Hold |
17,674
| – | – | 0.7% | 15 |
|
|
2023
Q2 | $1.01M | Hold |
17,674
| – | – | 0.75% | 17 |
|
|
2023
Q1 | $1.01M | Sell |
17,674
-80
| -0.5% | -$4.59K | 0.78% | 17 |
|
|
2022
Q4 | $996K | Sell |
17,754
-1,086
| -6% | -$60.9K | 0.78% | 19 |
|
|
2022
Q3 | $1.02M | Hold |
18,840
| – | – | 0.75% | 19 |
|
|
2022
Q2 | $1.06M | Hold |
18,840
| – | – | 0.82% | 19 |
|
|
2022
Q1 | $1.1M | Sell |
18,840
-2,070
| -10% | -$120K | 0.74% | 20 |
|
|
2021
Q4 | $1.3M | Buy |
+20,910
| New | +$1.3M | 0.93% | 21 |
|