Empirical Wealth Management’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
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $943K | Buy |
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|
2021
Q4 | $656K | Buy |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $779K | Sell |
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|
2021
Q1 | $845K | Sell |
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|
2020
Q4 | $992K | Buy |
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|
2020
Q3 | $919K | Buy |
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|
2020
Q2 | $560K | Sell |
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|
2020
Q1 | $644K | Buy |
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|
2019
Q4 | $563K | Buy |
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|
2019
Q3 | $504K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $250K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $301K | Buy |
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $236K | Buy |
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|
2014
Q3 | $233K | Buy |
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|
2014
Q2 | $231K | Buy |
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|
2014
Q1 | $225K | Buy |
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|
2013
Q4 | $216K | Sell |
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|
2013
Q3 | $262K | Buy |
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|
2013
Q2 | $255K | Buy |
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