Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.16M | Sell |
95,127
-6,009
| -6% | -$326K | 0.22% | 113 |
|
|
2022
Q2 | $5.74M | Sell |
101,136
-3,121
| -3% | -$177K | 0.24% | 103 |
|
|
2022
Q1 | $6.06M | Sell |
104,257
-7,695
| -7% | -$447K | 0.23% | 105 |
|
|
2021
Q4 | $6.97M | Sell |
111,952
-28,099
| -20% | -$1.75M | 0.33% | 72 |
|
|
2021
Q3 | $8.69M | Buy |
140,051
+31,710
| +29% | +$1.97M | 0.42% | 53 |
|
|
2021
Q2 | $6.78M | Buy |
108,341
+39,023
| +56% | +$2.44M | 0.31% | 72 |
|
|
2021
Q1 | $4.3M | Buy |
69,318
+3,053
| +5% | +$189K | 0.22% | 114 |
|
|
2020
Q4 | $4.16M | Buy |
66,265
+4,966
| +8% | +$312K | 0.22% | 109 |
|
|
2020
Q3 | $3.82M | Buy |
61,299
+2,480
| +4% | +$155K | 0.32% | 83 |
|
|
2020
Q2 | $3.65M | Buy |
58,819
+2,453
| +4% | +$152K | 0.34% | 77 |
|
|
2020
Q1 | $3.34M | Sell |
56,366
-28,094
| -33% | -$1.67M | 0.3% | 88 |
|
|
2019
Q4 | $5.17M | Buy |
84,460
+5,872
| +7% | +$360K | 0.37% | 67 |
|
|
2019
Q3 | $4.81M | Buy |
78,588
+8,698
| +12% | +$532K | 0.37% | 71 |
|
|
2019
Q2 | $4.23M | Buy |
69,890
+7,742
| +12% | +$468K | 0.32% | 83 |
|
|
2019
Q1 | $3.69M | Buy |
62,148
+7,586
| +14% | +$450K | 0.31% | 82 |
|
|
2018
Q4 | $3.19M | Buy |
54,562
+19,806
| +57% | +$1.16M | 0.28% | 90 |
|
|
2018
Q3 | $2.01M | Buy |
+34,756
| New | +$2.01M | 0.25% | 88 |
|