Investment Advisory Group’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 | $635K | Hold |
11,400
| – | – | 0.19% | 90 |
|
|
2025
Q1 | $642K | Hold |
11,400
| – | – | 0.21% | 89 |
|
|
2024
Q4 | $653K | Hold |
11,400
| – | – | 0.22% | 83 |
|
|
2024
Q3 | $662K | Hold |
11,400
| – | – | 0.23% | 84 |
|
|
2024
Q2 | $648K | Hold |
11,400
| – | – | 0.25% | 76 |
|
|
2024
Q1 | $656K | Hold |
11,400
| – | – | 0.27% | 73 |
|
|
2023
Q4 | $661K | Hold |
11,400
| – | – | 0.3% | 63 |
|
|
2023
Q3 | $625K | Buy |
+11,400
| New | +$625K | 0.32% | 63 |
|