Envestnet Portfolio Solutions’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 | $13.3M | Buy |
239,443
+34,700
| +17% | +$1.93M | 0.05% | 188 |
|
|
2025
Q1 | $11.5M | Buy |
204,743
+22,438
| +12% | +$1.26M | 0.04% | 207 |
|
|
2024
Q4 | $10.4M | Buy |
182,305
+36,680
| +25% | +$2.1M | 0.03% | 238 |
|
|
2024
Q3 | $8.46M | Buy |
145,625
+28,073
| +24% | +$1.63M | 0.03% | 280 |
|
|
2024
Q2 | $6.69M | Buy |
117,552
+32,863
| +39% | +$1.87M | 0.02% | 311 |
|
|
2024
Q1 | $4.87M | Buy |
84,689
+26,566
| +46% | +$1.53M | 0.02% | 383 |
|
|
2023
Q4 | $3.37M | Buy |
58,123
+11,484
| +25% | +$665K | 0.01% | 441 |
|
|
2023
Q3 | $2.56M | Buy |
+46,639
| New | +$2.56M | 0.01% | 480 |
|