IFP Advisors’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 | $62.5K | Hold |
1,121
| – | – | ﹤0.01% | 1928 |
|
|
2025
Q1 | $63.1K | Sell |
1,121
-200
| -15% | -$11.3K | ﹤0.01% | 1774 |
|
|
2024
Q4 | $75.7K | Hold |
1,321
| – | – | ﹤0.01% | 1612 |
|
|
2024
Q3 | $76.8K | Sell |
1,321
-300
| -19% | -$17.4K | ﹤0.01% | 1531 |
|
|
2024
Q2 | $92.2K | Hold |
1,621
| – | – | ﹤0.01% | 1401 |
|
|
2024
Q1 | $93.3K | Hold |
1,621
| – | – | ﹤0.01% | 1321 |
|
|
2023
Q4 | $93.9K | Sell |
1,621
-3,067
| -65% | -$178K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $257K | Buy |
4,688
+636
| +16% | +$34.9K | 0.01% | 849 |
|
|
2023
Q2 | $231K | Buy |
4,052
+23
| +0.6% | +$1.31K | 0.01% | 954 |
|
|
2023
Q1 | $236K | Buy |
4,029
+15
| +0.4% | +$877 | 0.01% | 883 |
|
|
2022
Q4 | $235K | Buy |
4,014
+28
| +0.7% | +$1.64K | 0.01% | 1275 |
|
|
2022
Q3 | $233K | Buy |
3,986
+18
| +0.5% | +$1.05K | 0.01% | 1322 |
|
|
2022
Q2 | $232K | Hold |
3,968
| – | – | 0.01% | 1203 |
|
|
2022
Q1 | $232K | Buy |
+3,968
| New | +$232K | 0.01% | 1203 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3532 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3255 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3177 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3096 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2967 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2851 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2856 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2946 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3142 |
|
|
2019
Q1 | $202K | Sell |
3,372
-4,237
| -56% | -$254K | 0.03% | 467 |
|
|
2018
Q4 | $444K | Sell |
7,609
-475
| -6% | -$27.7K | 0.03% | 598 |
|
|
2018
Q3 | $469K | Buy |
8,084
+2,550
| +46% | +$148K | 0.02% | 688 |
|
|
2018
Q2 | $324K | Sell |
5,534
-356
| -6% | -$20.8K | 0.01% | 849 |
|
|
2018
Q1 | $348K | Hold |
5,890
| – | – | 0.02% | 770 |
|
|
2017
Q4 | $348K | Sell |
5,890
-956
| -14% | -$56.5K | 0.02% | 767 |
|
|
2017
Q3 | $406K | Sell |
6,846
-3,282
| -32% | -$195K | 0.02% | 773 |
|
|
2017
Q2 | $596K | Sell |
10,128
-2,972
| -23% | -$175K | 0.03% | 608 |
|
|
2017
Q1 | $762K | Buy |
13,100
+24
| +0.2% | +$1.4K | 0.03% | 509 |
|
|
2016
Q4 | $755K | Buy |
13,076
+886
| +7% | +$51.2K | 0.04% | 467 |
|
|
2016
Q3 | $736K | Buy |
12,190
+5,360
| +78% | +$324K | 0.04% | 446 |
|
|
2016
Q2 | $417K | Buy |
6,830
+86
| +1% | +$5.25K | 0.02% | 612 |
|
|
2016
Q1 | $202K | Buy |
6,744
+542
| +9% | +$16.2K | 0.03% | 467 |
|
|
2015
Q4 | $366K | Buy |
+6,202
| New | +$366K | 0.02% | 578 |
|