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

Invera Wealth Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,366
Closed -$1.24M – 64
2023
Q4 		$1.24M Buy
+21,366
New +$1.24M 0.77% 41