Creative Capital Management Investments’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 | $1.81M | Sell |
32,530
-18,032
| -36% | -$1.01M | 0.65% | 13 |
|
|
2025
Q1 | $2.85M | Sell |
50,562
-5,039
| -9% | -$284K | 1.1% | 10 |
|
|
2024
Q4 | $3.18M | Buy |
55,601
+60
| +0.1% | +$3.44K | 1.33% | 9 |
|
|
2024
Q3 | $3.23M | Buy |
55,541
+451
| +0.8% | +$26.2K | 1.35% | 9 |
|
|
2024
Q2 | $3.13M | Buy |
55,090
+1,520
| +3% | +$86.5K | 1.52% | 9 |
|
|
2024
Q1 | $3.08M | Buy |
53,570
+1,055
| +2% | +$60.7K | 1.59% | 9 |
|
|
2023
Q4 | $3.04M | Sell |
52,515
-17,665
| -25% | -$1.02M | 1.76% | 9 |
|
|
2023
Q3 | $3.85M | Buy |
70,180
+572
| +0.8% | +$31.4K | 2.64% | 9 |
|
|
2023
Q2 | $3.96M | Sell |
69,608
-506
| -0.7% | -$28.8K | 2.86% | 9 |
|
|
2023
Q1 | $4.03M | Buy |
70,114
+175
| +0.3% | +$10K | 2.94% | 9 |
|
|
2022
Q4 | $3.92M | Buy |
+69,939
| New | +$3.92M | 3.43% | 9 |
|