Integrated Wealth Concepts’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
Q3 | $1.89M | Sell |
|
|||||
|
2025
Q2 | $1.91M | Sell |
|
|||||
|
2025
Q1 | $2.08M | Sell |
|
|||||
|
2024
Q4 | $2.69M | Buy |
|
|||||
|
2024
Q3 | $1.05M | Buy |
|
|||||
|
2024
Q2 | $662K | Buy |
|
|||||
|
2024
Q1 | $417K | Buy |
|
|||||
|
2023
Q4 | $304K | Buy |
|
|||||
|
2023
Q3 | $223K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $241K | Buy |
|
|||||
|
2022
Q1 | $213K | Sell |
|
|||||
|
2021
Q4 | $322K | Sell |
|
|||||
|
2021
Q3 | $564K | Sell |
|
|||||
|
2021
Q2 | $588K | Buy |
|
|||||
|
2021
Q1 | $465K | Buy |
|
|||||
|
2020
Q4 | $449K | Hold |
|
|||||
|
2020
Q3 | $446K | Sell |
|
|||||
|
2020
Q2 | $460K | Buy |
|
|||||
|
2020
Q1 | $409K | Sell |
|
|||||
|
2019
Q4 | $525K | Buy |
|
|||||
|
2019
Q3 | $435K | Buy |
|