Falcon Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $750K | Buy |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $686K | Buy |
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|
2020
Q4 | $644K | Buy |
|