Crestwood Advisors Group’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 | $856K | Buy |
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|
2025
Q2 | $584K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $205K | Hold |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $206K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $154K | Buy |
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