Freestone Capital Holdings’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 | $4.33M | Buy |
|
|||||
|
2025
Q2 | $3.98M | Buy |
|
|||||
|
2025
Q1 | $3.88M | Buy |
|
|||||
|
2024
Q4 | $3.82M | Sell |
|
|||||
|
2024
Q3 | $4.15M | Sell |
|
|||||
|
2024
Q2 | $4.1M | Sell |
|
|||||
|
2024
Q1 | $4.31M | Sell |
|
|||||
|
2023
Q4 | $4.38M | Buy |
|
|||||
|
2023
Q3 | $3.7M | Buy |
|
|||||
|
2023
Q2 | $3.4M | Buy |
|
|||||
|
2023
Q1 | $2.85M | Buy |
|
|||||
|
2022
Q4 | $2.75M | Sell |
|
|||||
|
2022
Q3 | $3.14M | Buy |
|
|||||
|
2022
Q2 | $2.6M | Buy |
|
|||||
|
2022
Q1 | $2.43M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $337K | Buy |
|