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

Exencial Wealth Advisors’s Portfolio CMF Stock Details CMF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$270K	Buy
2025 Q2	$256K	Buy
2025 Q1	$253K	Buy
2024 Q4	$252K	Buy
2024 Q3	$242K	Sell
2024 Q2	$257K	Buy
2024 Q1	$247K	Hold
2023 Q4	$249K	Buy