Golden State Wealth Management’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
$363K Buy
2025
Q2
$296K Sell
2025
Q1
$387K Sell
2024
Q4
$415K Buy
2022
Q1
$493K Buy
2021
Q4
$221K Buy
2021
Q3
$212K Buy
2019
Q4
Sell
2019
Q3
$51K Sell
2019
Q2
$1.62M Buy
2019
Q1
$1.41M Buy