Meridian 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
$386K Buy
6,920
+825
+14% +$46K 0.02% 510
2025
Q1
$343K Buy
6,095
+1,765
+41% +$99.3K 0.02% 494
2024
Q4
$248K Buy
+4,330
New +$248K 0.01% 559