Ehrlich Financial 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 | $4.83M | Sell |
86,680
-1,283
| -1% | -$71.5K | 3.13% | 7 |
|
|
2025
Q1 | $4.95M | Sell |
87,963
-7,857
| -8% | -$442K | 3.61% | 6 |
|
|
2024
Q4 | $5.49M | Buy |
95,820
+3,304
| +4% | +$189K | 3.9% | 6 |
|
|
2024
Q3 | $5.38M | Buy |
92,516
+13,158
| +17% | +$765K | 3.83% | 6 |
|
|
2024
Q2 | $4.51M | Buy |
79,358
+22,717
| +40% | +$1.29M | 3.56% | 7 |
|
|
2024
Q1 | $3.26M | Buy |
56,641
+17,002
| +43% | +$978K | 2.74% | 11 |
|
|
2023
Q4 | $2.3M | Buy |
+39,639
| New | +$2.3M | 2.3% | 11 |
|