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ERTS Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

ERTS Wealth Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,355
Closed -$301K – 41
2025
Q1 		$301K Buy
5,355
+785
+17% +$44.2K 0.06% 66
2024
Q4 		$262K Buy
+4,570
New +$262K 0.05% 78