Highline Wealth Partners’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 | $348K | Sell |
6,240
-651
| -9% | -$36.3K | 0.1% | 81 |
|
|
2025
Q1 | $388K | Buy |
6,891
+33
| +0.5% | +$1.86K | 0.13% | 76 |
|
|
2024
Q4 | $393K | Buy |
6,858
+65
| +1% | +$3.72K | 0.13% | 78 |
|
|
2024
Q3 | $395K | Sell |
6,793
-351
| -5% | -$20.4K | 0.13% | 82 |
|
|
2024
Q2 | $406K | Buy |
7,144
+50
| +0.7% | +$2.84K | 0.15% | 80 |
|
|
2024
Q1 | $408K | Buy |
7,094
+2,749
| +63% | +$158K | 0.17% | 79 |
|
|
2023
Q4 | $252K | Buy |
4,345
+921
| +27% | +$53.4K | 0.12% | 90 |
|
|
2023
Q3 | $188K | Buy |
3,424
+20
| +0.6% | +$1.1K | 0.12% | 87 |
|
|
2023
Q2 | $194K | Buy |
3,404
+18
| +0.5% | +$1.03K | 0.12% | 87 |
|
|
2023
Q1 | $194K | Buy |
3,386
+13
| +0.4% | +$746 | 0.13% | 87 |
|
|
2022
Q4 | $189K | Buy |
+3,373
| New | +$189K | 0.14% | 91 |
|