Golden State Wealth 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 | $296K | Sell |
5,319
-1,555
| -23% | -$86.7K | 0.04% | 304 |
|
|
2025
Q1 | $387K | Sell |
6,874
-374
| -5% | -$21K | 0.06% | 246 |
|
|
2024
Q4 | $415K | Buy |
+7,248
| New | +$415K | 0.06% | 222 |
|
|
2022
Q1 | $493K | Buy |
8,480
+4,940
| +140% | +$287K | 0.1% | 176 |
|
|
2021
Q4 | $221K | Buy |
3,540
+118
| +3% | +$7.37K | 0.04% | 340 |
|
|
2021
Q3 | $212K | Buy |
+3,422
| New | +$212K | 0.05% | 285 |
|
|
2019
Q4 | – | Sell |
-827
| Closed | -$51K | – | 198 |
|
|
2019
Q3 | $51K | Sell |
827
-25,944
| -97% | -$1.6M | 0.02% | 422 |
|
|
2019
Q2 | $1.62M | Buy |
26,771
+3,145
| +13% | +$191K | 0.51% | 41 |
|
|
2019
Q1 | $1.41M | Buy |
+23,626
| New | +$1.41M | 0.47% | 43 |
|