Jones Financial Companies’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
$9.21M Buy
162,761
+39,481
+32% +$2.28M ﹤0.01% 853
2025
Q4
$7.08M Buy
123,280
+35,515
+40% +$2.04M ﹤0.01% 538
2025
Q3
$4.99M Buy
87,765
+23,683
+37% +$1.32M ﹤0.01% 570
2025
Q2
$3.57M Buy
64,082
+32,585
+103% +$1.81M ﹤0.01% 588
2025
Q1
$1.77M Buy
31,497
+13,345
+74% +$758K ﹤0.01% 691
2024
Q4
$1.04M Buy
18,152
+4,845
+36% +$279K ﹤0.01% 730
2024
Q3
$774K Buy
13,307
+10,624
+396% +$612K ﹤0.01% 679
2024
Q2
$153K Buy
+2,683
New +$153K ﹤0.01% 912

Other funds holding CMF