Emery Howard Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $554K | Buy |
8,883
+46
| +0.5% | +$2.87K | 0.07% | 31 |
|
|
2021
Q3 | $549K | Buy |
8,837
+33
| +0.4% | +$2.05K | 0.08% | 31 |
|
|
2021
Q2 | $551K | Buy |
8,804
+36
| +0.4% | +$2.25K | 0.08% | 31 |
|
|
2021
Q1 | $545K | Buy |
8,768
+24
| +0.3% | +$1.49K | 0.09% | 28 |
|
|
2020
Q4 | $549K | Buy |
8,744
+49
| +0.6% | +$3.08K | 0.09% | 24 |
|
|
2020
Q3 | $542K | Buy |
8,695
+37
| +0.4% | +$2.31K | 0.11% | 24 |
|
|
2020
Q2 | $538K | Buy |
8,658
+44
| +0.5% | +$2.73K | 0.12% | 23 |
|
|
2020
Q1 | $521K | Buy |
8,614
+28
| +0.3% | +$1.69K | 0.13% | 25 |
|
|
2019
Q4 | $526K | Buy |
8,586
+56
| +0.7% | +$3.43K | 0.1% | 27 |
|
|
2019
Q3 | $523K | Buy |
8,530
+42
| +0.5% | +$2.58K | 0.11% | 27 |
|
|
2019
Q2 | $515K | Buy |
8,488
+45
| +0.5% | +$2.73K | 0.1% | 27 |
|
|
2019
Q1 | $503K | Buy |
8,443
+31
| +0.4% | +$1.85K | 0.1% | 26 |
|
|
2018
Q4 | $492K | Buy |
8,412
+64
| +0.8% | +$3.74K | 0.12% | 25 |
|
|
2018
Q3 | $484K | Buy |
8,348
+44
| +0.5% | +$2.55K | 0.1% | 25 |
|
|
2018
Q2 | $486K | Buy |
8,304
+44
| +0.5% | +$2.58K | 0.1% | 24 |
|
|
2018
Q1 | $482K | Buy |
8,260
+30
| +0.4% | +$1.75K | 0.1% | 23 |
|
|
2017
Q4 | $487K | Buy |
8,230
+56
| +0.7% | +$3.31K | 0.1% | 25 |
|
|
2017
Q3 | $484K | Buy |
8,174
+42
| +0.5% | +$2.49K | 0.11% | 25 |
|
|
2017
Q2 | $479K | Buy |
8,132
+42
| +0.5% | +$2.47K | 0.1% | 25 |
|
|
2017
Q1 | $470K | Sell |
8,090
-17,774
| -69% | -$1.03M | 0.11% | 26 |
|
|
2016
Q4 | $1.49M | Buy |
+25,864
| New | +$1.49M | 0.35% | 21 |
|