HB 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 | $250K | Hold |
4,491
| – | – | ﹤0.01% | 997 |
|
|
2025
Q1 | $253K | Hold |
4,491
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q4 | $257K | Buy |
4,491
+876
| +24% | +$50.2K | ﹤0.01% | 862 |
|
|
2024
Q3 | $210K | Hold |
3,615
| – | – | ﹤0.01% | 864 |
|
|
2024
Q2 | $206K | Hold |
3,615
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $208K | Hold |
3,615
| – | – | ﹤0.01% | 784 |
|
|
2023
Q4 | $209K | Sell |
3,615
-3,469
| -49% | -$201K | ﹤0.01% | 729 |
|
|
2023
Q3 | $388K | Hold |
7,084
| – | – | 0.01% | 501 |
|
|
2023
Q2 | $403K | Hold |
7,084
| – | – | 0.01% | 469 |
|
|
2023
Q1 | $407K | Hold |
7,084
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $397K | Hold |
7,084
| – | – | 0.01% | 448 |
|
|
2022
Q3 | $384K | Hold |
7,084
| – | – | 0.01% | 389 |
|
|
2022
Q2 | $400K | Hold |
7,084
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $412K | Buy |
+7,084
| New | +$412K | 0.01% | 379 |
|