IFP Advisors’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
Q2 | $62.5K | Hold |
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|
2025
Q1 | $63.1K | Sell |
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|
2024
Q4 | $75.7K | Hold |
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|
2024
Q3 | $76.8K | Sell |
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|
2024
Q2 | $92.2K | Hold |
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|
2024
Q1 | $93.3K | Hold |
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|
2023
Q4 | $93.9K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $444K | Sell |
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|
2018
Q3 | $469K | Buy |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $348K | Hold |
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|
2017
Q4 | $348K | Sell |
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|
2017
Q3 | $406K | Sell |
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|
2017
Q2 | $596K | Sell |
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|
2017
Q1 | $762K | Buy |
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|
2016
Q4 | $755K | Buy |
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|
2016
Q3 | $736K | Buy |
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|
2016
Q2 | $417K | Buy |
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|
2016
Q1 | $202K | Buy |
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|
2015
Q4 | $366K | Buy |
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