HWA
HCR Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
23,987
+241
| +1% | +$13.4K | 0.16% | 84 |
|
|
2025
Q1 | $1.34M | Buy |
23,746
+41
| +0.2% | +$2.31K | 0.17% | 80 |
|
|
2024
Q4 | $1.36M | Buy |
23,705
+353
| +2% | +$20.2K | 0.17% | 85 |
|
|
2024
Q3 | $1.36M | Buy |
23,352
+493
| +2% | +$28.6K | 0.18% | 88 |
|
|
2024
Q2 | $1.3M | Sell |
22,859
-581
| -2% | -$33K | 0.19% | 80 |
|
|
2024
Q1 | $1.35M | Sell |
23,440
-1,376
| -6% | -$79.2K | 0.2% | 74 |
|
|
2023
Q4 | $1.44M | Buy |
24,816
+4,468
| +22% | +$259K | 0.23% | 71 |
|
|
2023
Q3 | $1.12M | Sell |
20,348
-3,026
| -13% | -$166K | 0.24% | 72 |
|
|
2023
Q2 | $1.33M | Sell |
23,374
-450
| -2% | -$25.6K | 0.25% | 73 |
|
|
2023
Q1 | $1.37M | Buy |
23,824
+555
| +2% | +$31.9K | 0.27% | 73 |
|
|
2022
Q4 | $1.31M | Buy |
23,269
+775
| +3% | +$43.5K | 0.27% | 73 |
|
|
2022
Q3 | $1.22M | Sell |
22,494
-180
| -0.8% | -$9.76K | 0.26% | 75 |
|
|
2022
Q2 | $1.28M | Sell |
22,674
-2,017
| -8% | -$114K | 0.26% | 73 |
|
|
2022
Q1 | $1.44M | Buy |
24,691
+1,450
| +6% | +$84.4K | 0.23% | 73 |
|
|
2021
Q4 | $1.45M | Sell |
23,241
-1,131
| -5% | -$70.5K | 0.22% | 85 |
|
|
2021
Q3 | $1.51M | Sell |
24,372
-357
| -1% | -$22.2K | 0.25% | 85 |
|
|
2021
Q2 | $1.55M | Sell |
24,729
-1,267
| -5% | -$79.4K | 0.27% | 79 |
|
|
2021
Q1 | $1.62M | Buy |
25,996
+1,558
| +6% | +$96.8K | 0.32% | 70 |
|
|
2020
Q4 | $1.54M | Buy |
24,438
+1,378
| +6% | +$86.6K | 0.32% | 64 |
|
|
2020
Q3 | $1.44M | Buy |
23,060
+2,634
| +13% | +$164K | 0.33% | 60 |
|
|
2020
Q2 | $1.27M | Buy |
20,426
+728
| +4% | +$45.2K | 0.3% | 60 |
|
|
2020
Q1 | $1.19M | Sell |
19,698
-91
| -0.5% | -$5.51K | 0.34% | 54 |
|
|
2019
Q4 | $1.21M | Buy |
19,789
+3,159
| +19% | +$193K | 0.29% | 66 |
|
|
2019
Q3 | $1.02M | Buy |
16,630
+400
| +2% | +$24.5K | 0.34% | 64 |
|
|
2019
Q2 | $984K | Sell |
16,230
-2,000
| -11% | -$121K | 0.28% | 67 |
|
|
2019
Q1 | $1.09M | Buy |
18,230
+190
| +1% | +$11.3K | 0.31% | 68 |
|
|
2018
Q4 | $1.05M | Sell |
18,040
-770
| -4% | -$45K | 0.34% | 62 |
|
|
2018
Q3 | $1.08M | Buy |
18,810
+530
| +3% | +$30.4K | 0.35% | 66 |
|
|
2018
Q2 | $1.07M | Hold |
18,280
| – | – | 0.35% | 70 |
|
|
2018
Q1 | $1.07M | Sell |
18,280
-700
| -4% | -$40.9K | 0.37% | 65 |
|
|
2017
Q4 | $1.12M | Buy |
18,980
+9,240
| +95% | +$547K | 0.39% | 60 |
|
|
2017
Q3 | $1.15M | Buy |
9,740
+85
| +0.9% | +$10.1K | 0.49% | 50 |
|
|
2017
Q2 | $1.14M | Sell |
9,655
-200
| -2% | -$23.5K | 0.56% | 43 |
|
|
2017
Q1 | $1.15M | Sell |
9,855
-300
| -3% | -$34.9K | 0.59% | 39 |
|
|
2016
Q4 | $1.17M | Buy |
+10,155
| New | +$1.17M | 0.62% | 39 |
|