Gerber Kawasaki Wealth & Investment Management’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 | $1.26M | Buy |
22,691
+2,528
| +13% | +$141K | 0.05% | 135 |
|
|
2025
Q1 | $1.13M | Buy |
20,163
+6,135
| +44% | +$345K | 0.05% | 130 |
|
|
2024
Q4 | $804K | Buy |
14,028
+4,113
| +41% | +$236K | 0.03% | 150 |
|
|
2024
Q3 | $576K | Buy |
9,915
+67
| +0.7% | +$3.89K | 0.03% | 173 |
|
|
2024
Q2 | $560K | Buy |
9,848
+5,974
| +154% | +$340K | 0.03% | 164 |
|
|
2024
Q1 | $223K | Buy |
+3,874
| New | +$223K | 0.01% | 256 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$2K | – | 434 |
|
|
2021
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 866 |
|
|
2019
Q2 | – | Sell |
-9,795
| Closed | -$583K | – | 120 |
|
|
2019
Q1 | $583K | Buy |
+9,795
| New | +$583K | 0.17% | 67 |
|