DIA
Davidson Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
21,585
+6,557
| +44% | +$365K | 0.05% | 88 |
|
|
2025
Q1 | $846K | Buy |
15,028
+3,359
| +29% | +$189K | 0.04% | 90 |
|
|
2024
Q4 | $668K | Buy |
11,669
+569
| +5% | +$32.6K | 0.03% | 93 |
|
|
2024
Q3 | $645K | Sell |
11,100
-437
| -4% | -$25.4K | 0.03% | 90 |
|
|
2024
Q2 | $656K | Buy |
11,537
+3,650
| +46% | +$208K | 0.03% | 90 |
|
|
2024
Q1 | $454K | Buy |
7,887
+2,325
| +42% | +$134K | 0.02% | 98 |
|
|
2023
Q4 | $322K | Sell |
5,562
-685
| -11% | -$39.7K | 0.02% | 103 |
|
|
2023
Q3 | $343K | Buy |
6,247
+429
| +7% | +$23.5K | 0.02% | 106 |
|
|
2023
Q2 | $331K | Buy |
5,818
+880
| +18% | +$50.1K | 0.02% | 99 |
|
|
2023
Q1 | $284K | Buy |
+4,938
| New | +$284K | 0.02% | 107 |
|