Independent Financial Group’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
2026
Q1
$642K Sell
2025
Q4
$1.01M Buy
2025
Q3
$955K Buy
2022
Q3
Sell
2022
Q2
$261K Sell
2022
Q1
$279K Buy
2021
Q4
$298K Sell
2021
Q3
$301K Sell
2021
Q2
$376K Buy
2021
Q1
$354K Buy
2020
Q4
$334K Sell
2020
Q3
$333K Buy