IMPACTfolio’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 | $275K | Hold |
4,929
| – | – | 0.13% | 25 |
|
|
2025
Q1 | $277K | Buy |
4,929
+38
| +0.8% | +$2.14K | 0.15% | 26 |
|
|
2024
Q4 | $280K | Buy |
4,891
+270
| +6% | +$15.5K | 0.15% | 28 |
|
|
2024
Q3 | $269K | Buy |
4,621
+592
| +15% | +$34.4K | 0.14% | 27 |
|
|
2024
Q2 | $229K | Buy |
+4,029
| New | +$229K | 0.13% | 28 |
|
|
2023
Q4 | – | Sell |
-14,916
| Closed | -$818K | – | 51 |
|
|
2023
Q3 | $818K | Buy |
+14,916
| New | +$818K | 0.59% | 16 |
|
|
2022
Q2 | – | Sell |
-16,355
| Closed | -$952K | – | 48 |
|
|
2022
Q1 | $952K | Buy |
16,355
+8,076
| +98% | +$470K | 0.71% | 16 |
|
|
2021
Q4 | $516K | Buy |
+8,279
| New | +$516K | 0.45% | 21 |
|