Kingsview Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Kingsview Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,372	Closed	-$244K	–	1210
2025 Q2	$244K	Sell	4,372 -949	-18%	-$52.7K	﹤0.01%	1030
2025 Q1	$299K	Sell	5,321 -363	-6%	-$20.6K	0.01%	891
2024 Q4	$326K	Sell	5,684 -100	-2%	-$5.75K	0.01%	871
2024 Q3	$336K	Buy	5,784 +212	+4%	+$12.2K	0.01%	845
2024 Q2	$317K	Sell	5,572 -1,191	-18%	-$67.8K	0.01%	815
2024 Q1	$389K	Sell	6,763 -342	-5%	-$19.7K	0.01%	733
2023 Q4	$412K	Sell	7,105 -3,851	-35%	-$215K	0.01%	679
2023 Q3	$601K	Hold	10,956	–	–	0.02%	567
2023 Q2	$624K	Sell	10,956 -501	-4%	-$28.5K	0.02%	539
2023 Q1	$658K	Sell	11,457 -500	-4%	-$28.4K	0.03%	502
2022 Q4	$671K	Sell	11,957 -541	-4%	-$30K	0.03%	431
2022 Q3	$678K	Sell	12,498 -31	-0.2%	-$1.75K	0.03%	428
2022 Q2	$707K	Sell	12,529 -105	-0.8%	-$5.93K	0.03%	455
2022 Q1	$735K	Buy	12,634 +2,491	+25%	+$150K	0.03%	482
2021 Q4	$632K	Sell	10,143 -846	-8%	-$52.6K	0.03%	515
2021 Q3	$682K	Sell	10,989 -432	-4%	-$27.1K	0.03%	475
2021 Q2	$714K	Sell	11,421 -16	-0.1%	-$1K	0.04%	463
2021 Q1	$710K	Buy	11,437 +65	+0.6%	+$4.06K	0.04%	429
2020 Q4	$715K	Buy	11,372 +500	+5%	+$31.2K	0.05%	357
2020 Q3	$678K	Sell	10,872 -3,164	-23%	-$198K	0.06%	301
2020 Q2	$872K	Sell	14,036 -73	-0.5%	-$4.47K	0.09%	224
2020 Q1	$854K	Sell	14,109 -801	-5%	-$49K	0.12%	199
2019 Q4	$913K	Sell	14,910 -363	-2%	-$22.2K	0.11%	205
2019 Q3	$936K	Sell	15,273 -100	-0.7%	-$6.12K	0.15%	164
2019 Q2	$932K	Sell	15,373 -1,656	-10%	-$99.3K	0.16%	160
2019 Q1	$1.01M	Buy	17,029 +3,218	+23%	+$189K	0.15%	167
2018 Q4	$807K	Buy	13,811 +994	+8%	+$57.2K	0.18%	156
2018 Q3	$743K	Buy	12,817 +2,056	+19%	+$120K	0.15%	181
2018 Q2	$630K	Buy	10,761 +2,325	+28%	+$135K	0.15%	166
2018 Q1	$492K	Buy	8,436 +2,860	+51%	+$167K	0.12%	200
2017 Q4	$330K	Buy	+5,576	New	+$330K	0.12%	231