Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Buy |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $5.37M | Buy |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $3.97M | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $764K | Buy |
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|
2020
Q3 | $484K | Buy |
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