Epstein & White Financial’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
2021
Q2
$8.63M Sell
2021
Q1
$8.9M Sell
2020
Q4
$9.24M Sell
2020
Q3
$9.21M Sell
2020
Q2
$9.26M Sell
2020
Q1
$10.5M Buy
2019
Q4
Sell
2019
Q3
$271K Buy
2019
Q2
$256K Sell
2019
Q1
$288K Sell
2018
Q4
$397K Sell
2018
Q3
$2.25M Buy
2018
Q2
$1.78M Buy
2018
Q1
$645K Sell
2017
Q4
$787K Buy