Life Planning Partners’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 | $465K | Hold |
8,337
| – | – | 0.37% | 43 |
|
|
2025
Q1 | $469K | Hold |
8,337
| – | – | 0.42% | 41 |
|
|
2024
Q4 | $478K | Buy |
8,337
+900
| +12% | +$51.6K | 0.44% | 40 |
|
|
2024
Q3 | $432K | Buy |
7,437
+876
| +13% | +$50.9K | 0.39% | 41 |
|
|
2024
Q2 | $373K | Hold |
6,561
| – | – | 0.34% | 45 |
|
|
2024
Q1 | $378K | Hold |
6,561
| – | – | 0.38% | 46 |
|
|
2023
Q4 | $380K | Buy |
+6,561
| New | +$380K | 0.37% | 46 |
|
|
2022
Q3 | $601K | Buy |
+11,087
| New | +$601K | 0.69% | 30 |
|