IFP Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

IFP Advisors’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,121	Closed	-$62.5K	–	4882
2025 Q2	$62.5K	Hold	1,121	–	–	﹤0.01%	1928
2025 Q1	$63.1K	Sell	1,121 -200	-15%	-$11.4K	﹤0.01%	1774
2024 Q4	$75.7K	Hold	1,321	–	–	﹤0.01%	1612
2024 Q3	$76.8K	Sell	1,321 -300	-19%	-$17.3K	﹤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%	-$171K	﹤0.01%	1277
2023 Q3	$257K	Buy	4,688 +636	+16%	+$35.8K	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%	+$853	0.01%	883
2022 Q4	$235K	Buy	4,014 +28	+0.7%	+$1.55K	0.01%	1275
2022 Q3	$233K	Buy	3,986 +18	+0.5%	+$1.02K	0.01%	1321
2022 Q2	$232K	Hold	3,968	–	–	0.01%	1202
2022 Q1	$232K	Buy	+3,968	New	+$239K	0.01%	1202
2021 Q3	–	Hold	0	–	–	–	3600
2021 Q2	–	Hold	0	–	–	–	3300
2021 Q1	–	Hold	0	–	–	–	3232
2020 Q4	–	Hold	0	–	–	–	3136
2020 Q3	–	Hold	0	–	–	–	3008
2020 Q2	–	Hold	0	–	–	–	2890
2020 Q1	–	Hold	0	–	–	–	2913
2019 Q4	–	Hold	0	–	–	–	2961
2019 Q3	–	Hold	0	–	–	–	3169
2019 Q1	$202K	Sell	3,372 -4,237	-56%	-$249K	0.03%	467
2018 Q4	$444K	Sell	7,609 -475	-6%	-$27.4K	0.03%	599
2018 Q3	$469K	Buy	8,084 +2,550	+46%	+$149K	0.02%	690
2018 Q2	$324K	Sell	5,534 -356	-6%	-$20.7K	0.01%	851
2018 Q1	$348K	Hold	5,890	–	–	0.02%	770
2017 Q4	$348K	Sell	5,890 -956	-14%	-$56.6K	0.02%	770
2017 Q3	$406K	Sell	6,846 -3,282	-32%	-$195K	0.02%	775
2017 Q2	$596K	Sell	10,128 -2,972	-23%	-$175K	0.03%	609
2017 Q1	$762K	Buy	13,100 +24	+0.2%	+$1.39K	0.03%	510
2016 Q4	$755K	Buy	13,076 +886	+7%	+$51.8K	0.04%	468
2016 Q3	$736K	Buy	12,190 +5,360	+78%	+$325K	0.04%	448
2016 Q2	$417K	Buy	6,830 +86	+1%	+$5.18K	0.02%	612
2016 Q1	$202K	Buy	6,744 +542	+9%	+$32.3K	0.03%	467
2015 Q4	$366K	Buy	+6,202	New	+$364K	0.02%	580