JBA
Johnson Bixby & Associates’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
20,582
-9,064
| -31% | -$505K | 0.16% | 45 |
|
|
2025
Q1 | $1.67M | Hold |
29,646
| – | – | 0.25% | 36 |
|
|
2024
Q4 | $1.7M | Buy |
29,646
+5,216
| +21% | +$299K | 0.26% | 36 |
|
|
2024
Q3 | $1.42M | Buy |
24,430
+3,848
| +19% | +$224K | 0.22% | 39 |
|
|
2024
Q2 | $1.17M | Hold |
20,582
| – | – | 0.2% | 42 |
|
|
2024
Q1 | $1.18M | Hold |
20,582
| – | – | 0.21% | 40 |
|
|
2023
Q4 | $1.19M | Hold |
20,582
| – | – | 0.23% | 40 |
|
|
2023
Q3 | $1.13M | Hold |
20,582
| – | – | 0.24% | 40 |
|
|
2023
Q2 | $1.17M | Buy |
20,582
+16,753
| +438% | +$954K | 0.24% | 40 |
|
|
2023
Q1 | $220K | Buy |
+3,829
| New | +$220K | 0.05% | 91 |
|