HB 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 | $256K | Hold |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $210K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $412K | Buy |
|