Global Retirement Partners’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 | $655K | Sell |
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|
2025
Q2 | $668K | Buy |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $100K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $138K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $137K | Hold |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $148K | Hold |
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|
2019
Q3 | $149K | Buy |
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|
2019
Q2 | $108K | Buy |
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|
2019
Q1 | $92K | Hold |
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|
2018
Q4 | $90K | Hold |
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|
2018
Q3 | $90K | Sell |
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|
2018
Q2 | $124K | Sell |
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|
2018
Q1 | $163K | Hold |
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|
2017
Q4 | $165K | Hold |
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|
2017
Q3 | $166K | Hold |
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|
2017
Q2 | $164K | Hold |
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|
2017
Q1 | $162K | Hold |
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|
2016
Q4 | $161K | Buy |
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