LM Advisors’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 | $892K | Hold |
16,003
| – | – | 0.11% | 91 |
|
|
2025
Q1 | $901K | Sell |
16,003
-263
| -2% | -$14.8K | 0.16% | 96 |
|
|
2024
Q4 | $932K | Hold |
16,266
| – | – | 0.17% | 89 |
|
|
2024
Q3 | $945K | Sell |
16,266
-1,000
| -6% | -$58.1K | 0.19% | 78 |
|
|
2024
Q2 | $982K | Hold |
17,266
| – | – | ﹤0.01% | 94 |
|
|
2024
Q1 | $993K | Hold |
17,266
| – | – | 0.16% | 95 |
|
|
2023
Q4 | $1M | Buy |
+17,266
| New | +$1M | 0.2% | 79 |
|