Gould Asset 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 | $2.39M | Sell |
42,855
-6,060
| -12% | -$338K | 0.47% | 28 |
|
|
2025
Q1 | $2.75M | Buy |
48,915
+1,550
| +3% | +$87.2K | 0.57% | 25 |
|
|
2024
Q4 | $2.71M | Buy |
47,365
+4,910
| +12% | +$281K | 0.57% | 26 |
|
|
2024
Q3 | $2.47M | Buy |
42,455
+6,505
| +18% | +$378K | 0.53% | 27 |
|
|
2024
Q2 | $2.04M | Buy |
35,950
+4,430
| +14% | +$252K | 0.47% | 29 |
|
|
2024
Q1 | $1.81M | Buy |
31,520
+4,345
| +16% | +$250K | 0.44% | 33 |
|
|
2023
Q4 | $1.57M | Buy |
27,175
+7,060
| +35% | +$409K | 0.41% | 33 |
|
|
2023
Q3 | $1.1M | Sell |
20,115
-140
| -0.7% | -$7.68K | 0.31% | 36 |
|
|
2023
Q2 | $1.15M | Sell |
20,255
-755
| -4% | -$43K | 0.32% | 36 |
|
|
2023
Q1 | $1.21M | Sell |
21,010
-7,460
| -26% | -$428K | 0.34% | 35 |
|
|
2022
Q4 | $1.6M | Buy |
28,470
+14,835
| +109% | +$832K | 0.48% | 31 |
|
|
2022
Q3 | $739K | Buy |
13,635
+2,125
| +18% | +$115K | 0.25% | 45 |
|
|
2022
Q2 | $650K | Buy |
11,510
+4,165
| +57% | +$235K | 0.21% | 56 |
|
|
2022
Q1 | $427K | Buy |
7,345
+1,830
| +33% | +$106K | 0.12% | 84 |
|
|
2021
Q4 | $344K | Buy |
5,515
+1,145
| +26% | +$71.4K | 0.1% | 103 |
|
|
2021
Q3 | $271K | Sell |
4,370
-265
| -6% | -$16.4K | 0.08% | 111 |
|
|
2021
Q2 | $290K | Buy |
4,635
+1,210
| +35% | +$75.7K | 0.08% | 119 |
|
|
2021
Q1 | $213K | Buy |
+3,425
| New | +$213K | 0.07% | 139 |
|