Journey Strategic Wealth’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 | $2.11M | Buy |
37,790
+20,284
| +116% | +$1.13M | 0.07% | 84 |
|
|
2025
Q1 | $985K | Sell |
17,506
-479
| -3% | -$27K | 0.03% | 137 |
|
|
2024
Q4 | $1.03M | Sell |
17,985
-201
| -1% | -$11.5K | 0.04% | 125 |
|
|
2024
Q3 | $1.06M | Sell |
18,186
-333
| -2% | -$19.4K | 0.04% | 121 |
|
|
2024
Q2 | $1.05M | Buy |
18,519
+1,586
| +9% | +$90.2K | 0.04% | 86 |
|
|
2024
Q1 | $974K | Buy |
16,933
+2,990
| +21% | +$172K | 0.04% | 79 |
|
|
2023
Q4 | $808K | Sell |
13,943
-21,357
| -61% | -$1.24M | 0.04% | 75 |
|
|
2023
Q3 | $1.94M | Buy |
35,300
+8,891
| +34% | +$488K | 0.09% | 37 |
|
|
2023
Q2 | $1.5M | Sell |
26,409
-1,191
| -4% | -$67.8K | 0.07% | 43 |
|
|
2023
Q1 | $1.58M | Sell |
27,600
-4,523
| -14% | -$260K | 0.17% | 39 |
|
|
2022
Q4 | $1.8M | Buy |
+32,123
| New | +$1.8M | 0.21% | 31 |
|