Dynamic Advisor Solutions’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 | $1.47M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $4.65M | Sell |
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|
2024
Q1 | $4.88M | Sell |
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|
2023
Q4 | $4.93M | Sell |
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|
2023
Q3 | $6.39M | Sell |
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|
2023
Q2 | $7.12M | Buy |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $414K | Buy |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $317K | Buy |
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