Kingsview Wealth Management’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 | – | Sell |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $601K | Hold |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $632K | Sell |
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $714K | Sell |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $715K | Buy |
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|
2020
Q3 | $678K | Sell |
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|
2020
Q2 | $872K | Sell |
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|
2020
Q1 | $854K | Sell |
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|
2019
Q4 | $913K | Sell |
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|
2019
Q3 | $936K | Sell |
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|
2019
Q2 | $932K | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $807K | Buy |
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|
2018
Q3 | $743K | Buy |
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|
2018
Q2 | $630K | Buy |
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|
2018
Q1 | $492K | Buy |
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|
2017
Q4 | $330K | Buy |
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