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

KWB Wealth’s Portfolio CMF Stock Details CMF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$744K	Hold
2024 Q1	$744K	Hold
2023 Q4	$749K	Sell
2023 Q3	$769K	Hold
2023 Q2	$769K	Hold
2023 Q1	$758K	Hold
2022 Q4	$758K	Hold
2022 Q3	$732K	Buy