Heritage Wealth Management (California)’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 | $2.62M | Sell |
47,013
-1,705
| -3% | -$95K | 1.75% | 12 |
|
|
2025
Q1 | $2.74M | Buy |
48,718
+907
| +2% | +$51K | 2.06% | 10 |
|
|
2024
Q4 | $2.74M | Sell |
47,811
-1,575
| -3% | -$90.2K | 1.97% | 10 |
|
|
2024
Q3 | $2.87M | Sell |
49,386
-1,746
| -3% | -$101K | 2.03% | 10 |
|
|
2024
Q2 | $2.91M | Sell |
51,132
-1,081
| -2% | -$61.5K | 2.13% | 10 |
|
|
2024
Q1 | $3M | Buy |
52,213
+5,550
| +12% | +$319K | 2.27% | 10 |
|
|
2023
Q4 | $2.7M | Buy |
+46,663
| New | +$2.7M | 2.16% | 10 |
|