Crewe Advisors’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 | $48.8K | Hold |
875
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $49.2K | Hold |
875
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $50.1K | Hold |
875
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $50.8K | Hold |
875
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $49.8K | Buy |
+875
| New | +$49.8K | 0.01% | 370 |
|
|
2020
Q2 | – | Sell |
-1,306
| Closed | -$79K | – | 217 |
|
|
2020
Q1 | $79K | Buy |
+1,306
| New | +$79K | 0.05% | 72 |
|