Crestwood Advisors Group’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 | $584K | Buy |
+10,483
| New | +$584K | 0.01% | 326 |
|
|
2022
Q1 | – | Sell |
-3,281
| Closed | -$205K | – | 289 |
|
|
2021
Q4 | $205K | Hold |
3,281
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $204K | Hold |
3,281
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $205K | Hold |
3,281
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $204K | Hold |
3,281
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $206K | Sell |
3,281
-319
| -9% | -$20K | 0.01% | 253 |
|
|
2020
Q3 | $225K | Hold |
3,600
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $224K | Hold |
3,600
| – | – | 0.01% | 214 |
|
|
2020
Q1 | $218K | Hold |
3,600
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $220K | Buy |
3,600
+200
| +6% | +$12.2K | 0.01% | 240 |
|
|
2019
Q3 | $208K | Hold |
3,400
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $206K | Hold |
3,400
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $203K | Buy |
+3,400
| New | +$203K | 0.01% | 169 |
|
|
2017
Q2 | – | Sell |
-2,650
| Closed | -$154K | – | 204 |
|
|
2017
Q1 | $154K | Buy |
+2,650
| New | +$154K | 0.01% | 153 |
|