Clifford Swan Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Hold |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $402K | Hold |
|
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|
2024
Q3 | $407K | Hold |
|
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|
2024
Q2 | $399K | Hold |
|
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $399K | Buy |
|
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $394K | Hold |
|
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $426K | Hold |
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|
2021
Q1 | $421K | Buy |
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