Exencial Wealth Advisors’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 | $256K | Buy |
4,593
+105
| +2% | +$5.85K | 0.01% | 454 |
|
|
2025
Q1 | $253K | Buy |
4,488
+82
| +2% | +$4.62K | 0.01% | 449 |
|
|
2024
Q4 | $252K | Buy |
4,406
+250
| +6% | +$14.3K | 0.01% | 445 |
|
|
2024
Q3 | $242K | Sell |
4,156
-359
| -8% | -$20.9K | 0.01% | 450 |
|
|
2024
Q2 | $257K | Buy |
4,515
+223
| +5% | +$12.7K | 0.01% | 437 |
|
|
2024
Q1 | $247K | Hold |
4,292
| – | – | 0.01% | 458 |
|
|
2023
Q4 | $249K | Buy |
+4,292
| New | +$249K | 0.01% | 439 |
|