Kingsview Wealth Management’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 | $244K | Sell |
4,372
-949
| -18% | -$52.9K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $299K | Sell |
5,321
-363
| -6% | -$20.4K | 0.01% | 891 |
|
|
2024
Q4 | $326K | Sell |
5,684
-100
| -2% | -$5.73K | 0.01% | 871 |
|
|
2024
Q3 | $336K | Buy |
5,784
+212
| +4% | +$12.3K | 0.01% | 845 |
|
|
2024
Q2 | $317K | Sell |
5,572
-1,191
| -18% | -$67.7K | 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% | -$223K | 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% | -$28.7K | 0.03% | 502 |
|
|
2022
Q4 | $671K | Sell |
11,957
-541
| -4% | -$30.4K | 0.03% | 431 |
|
|
2022
Q3 | $678K | Sell |
12,498
-31
| -0.2% | -$1.68K | 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% | +$145K | 0.03% | 482 |
|
|
2021
Q4 | $632K | Sell |
10,143
-846
| -8% | -$52.7K | 0.03% | 509 |
|
|
2021
Q3 | $682K | Sell |
10,989
-432
| -4% | -$26.8K | 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% | +$4.04K | 0.04% | 429 |
|
|
2020
Q4 | $715K | Buy |
11,372
+500
| +5% | +$31.4K | 0.05% | 357 |
|
|
2020
Q3 | $678K | Sell |
10,872
-3,164
| -23% | -$197K | 0.06% | 301 |
|
|
2020
Q2 | $872K | Sell |
14,036
-73
| -0.5% | -$4.54K | 0.09% | 224 |
|
|
2020
Q1 | $854K | Sell |
14,109
-801
| -5% | -$48.5K | 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% | -$6.13K | 0.15% | 164 |
|
|
2019
Q2 | $932K | Sell |
15,373
-1,656
| -10% | -$100K | 0.16% | 160 |
|
|
2019
Q1 | $1.02M | Buy |
17,029
+3,218
| +23% | +$192K | 0.15% | 167 |
|
|
2018
Q4 | $807K | Buy |
13,811
+994
| +8% | +$58.1K | 0.18% | 156 |
|
|
2018
Q3 | $743K | Buy |
12,817
+2,056
| +19% | +$119K | 0.15% | 181 |
|
|
2018
Q2 | $630K | Buy |
10,761
+2,325
| +28% | +$136K | 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 |
|