Elmwood Wealth Management’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 | $3.69M | Buy |
66,175
+1,010
| +2% | +$56.3K | 1.46% | 20 |
|
|
2025
Q1 | $3.67M | Sell |
65,165
-25
| -0% | -$1.41K | 1.5% | 17 |
|
|
2024
Q4 | $3.73M | Buy |
65,190
+1,027
| +2% | +$58.8K | 1.51% | 16 |
|
|
2024
Q3 | $3.73M | Buy |
64,163
+2,353
| +4% | +$137K | 1.54% | 14 |
|
|
2024
Q2 | $3.52M | Sell |
61,810
-1,080
| -2% | -$61.4K | 1.57% | 16 |
|
|
2024
Q1 | $3.62M | Buy |
62,890
+10,268
| +20% | +$591K | 1.55% | 13 |
|
|
2023
Q4 | $3.05M | Buy |
52,622
+3,140
| +6% | +$182K | 2.14% | 11 |
|
|
2023
Q3 | $2.71M | Buy |
+49,482
| New | +$2.71M | 1.31% | 20 |
|
|
2022
Q1 | – | Sell |
-337
| Closed | -$21K | – | 142 |
|
|
2021
Q4 | $21K | Buy |
+337
| New | +$21K | 0.01% | 244 |
|
|
2021
Q2 | $21K | Hold |
337
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $21K | Buy |
+337
| New | +$21K | 0.01% | 208 |
|
|
2020
Q3 | $21K | Hold |
337
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $21K | Sell |
337
-167
| -33% | -$10.4K | 0.02% | 157 |
|
|
2020
Q1 | $29.4K | Buy |
+504
| New | +$29.4K | 0.03% | 145 |
|
|
2019
Q4 | – | Sell |
-349
| Closed | -$21K | – | 113 |
|
|
2019
Q3 | $21K | Hold |
349
| – | – | 0.02% | 141 |
|
|
2019
Q2 | $21K | Sell |
349
-65
| -16% | -$3.91K | 0.02% | 157 |
|
|
2019
Q1 | $25K | Hold |
414
| – | – | 0.02% | 142 |
|
|
2018
Q4 | $24K | Sell |
414
-31
| -7% | -$1.8K | 0.02% | 148 |
|
|
2018
Q3 | $25.8K | Sell |
445
-18
| -4% | -$1.04K | 0.02% | 160 |
|
|
2018
Q2 | $27.1K | Sell |
463
-41
| -8% | -$2.4K | 0.02% | 153 |
|
|
2018
Q1 | $29.4K | Buy |
+504
| New | +$29.4K | 0.03% | 145 |
|