Founders Financial Alliance’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 | – | Sell |
-1,006
| Closed | -$56.6K | – | 554 |
|
|
2025
Q1 | $56.6K | Buy |
1,006
+5
| +0.5% | +$281 | 0.01% | 432 |
|
|
2024
Q4 | $57.4K | Buy |
1,001
+9
| +0.9% | +$516 | 0.02% | 372 |
|
|
2024
Q3 | $57.6K | Hold |
992
| – | – | 0.02% | 381 |
|
|
2024
Q2 | $56.4K | Hold |
992
| – | – | 0.02% | 366 |
|
|
2024
Q1 | $57.1K | Hold |
992
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $57.5K | Hold |
992
| – | – | 0.02% | 330 |
|
|
2023
Q3 | $54.4K | Hold |
992
| – | – | 0.02% | 314 |
|
|
2023
Q2 | $56.5K | Hold |
992
| – | – | 0.02% | 335 |
|
|
2023
Q1 | $56.9K | Hold |
992
| – | – | 0.03% | 292 |
|
|
2022
Q4 | $55.7K | Hold |
992
| – | – | 0.03% | 312 |
|
|
2022
Q3 | $54K | Hold |
992
| – | – | 0.03% | 308 |
|
|
2022
Q2 | $56K | Hold |
992
| – | – | 0.03% | 321 |
|
|
2022
Q1 | $58K | Hold |
992
| – | – | 0.03% | 311 |
|
|
2021
Q4 | $62K | Hold |
992
| – | – | 0.02% | 341 |
|
|
2021
Q3 | $62K | Hold |
992
| – | – | 0.03% | 312 |
|
|
2021
Q2 | $62K | Hold |
992
| – | – | 0.03% | 329 |
|
|
2021
Q1 | $62K | Hold |
992
| – | – | 0.03% | 314 |
|
|
2020
Q4 | $62K | Hold |
992
| – | – | 0.04% | 279 |
|
|
2020
Q3 | $62K | Buy |
+992
| New | +$62K | 0.04% | 336 |
|