McNaughton 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 | $1.42M | Sell |
25,472
-5,094
| -17% | -$284K | 0.63% | 48 |
|
|
2025
Q1 | $1.72M | Buy |
30,566
+6,511
| +27% | +$366K | 0.84% | 32 |
|
|
2024
Q4 | $1.38M | Buy |
24,055
+191
| +0.8% | +$10.9K | 0.66% | 34 |
|
|
2024
Q3 | $1.39M | Buy |
23,864
+629
| +3% | +$36.6K | 0.68% | 30 |
|
|
2024
Q2 | $1.32M | Hold |
23,235
| – | – | 0.7% | 31 |
|
|
2024
Q1 | $1.34M | Buy |
23,235
+726
| +3% | +$41.8K | 0.74% | 30 |
|
|
2023
Q4 | $1.3M | Sell |
22,509
-4,494
| -17% | -$260K | 0.77% | 30 |
|
|
2023
Q3 | $1.48M | Sell |
27,003
-445
| -2% | -$24.4K | 0.98% | 25 |
|
|
2023
Q2 | $1.56M | Buy |
27,448
+1,287
| +5% | +$73.3K | 1% | 22 |
|
|
2023
Q1 | $1.5M | Hold |
26,161
| – | – | 1% | 25 |
|
|
2022
Q4 | $1.47M | Sell |
26,161
-1,932
| -7% | -$108K | 1% | 26 |
|
|
2022
Q3 | $1.52M | Buy |
28,093
+1,459
| +5% | +$79.1K | 1.12% | 25 |
|
|
2022
Q2 | $1.5M | Buy |
26,634
+8,473
| +47% | +$478K | 1.06% | 27 |
|
|
2022
Q1 | $1.06M | Buy |
18,161
+2,705
| +18% | +$157K | 0.69% | 29 |
|
|
2021
Q4 | $958K | Buy |
15,456
+997
| +7% | +$61.8K | 0.62% | 28 |
|
|
2021
Q3 | $898K | Buy |
14,459
+347
| +2% | +$21.6K | 0.63% | 25 |
|
|
2021
Q2 | $884K | Sell |
14,112
-12
| -0.1% | -$752 | 0.62% | 27 |
|
|
2021
Q1 | $877K | Buy |
14,124
+1,412
| +11% | +$87.7K | 0.67% | 27 |
|
|
2020
Q4 | $799K | Sell |
12,712
-65
| -0.5% | -$4.09K | 0.64% | 29 |
|
|
2020
Q3 | $797K | Buy |
12,777
+136
| +1% | +$8.48K | 0.7% | 31 |
|
|
2020
Q2 | $786K | Buy |
12,641
+49
| +0.4% | +$3.05K | 0.73% | 30 |
|
|
2020
Q1 | $762K | Sell |
12,592
-1,443
| -10% | -$87.3K | 0.81% | 26 |
|
|
2019
Q4 | $862K | Buy |
+14,035
| New | +$862K | 0.8% | 31 |
|