Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.17M | Buy |
20,378
+98
| +0.5% | +$5.61K | 0.05% | 80 |
|
|
2024
Q3 | $1.18M | Buy |
20,280
+72
| +0.4% | +$4.18K | 0.05% | 96 |
|
|
2024
Q2 | $1.15M | Sell |
20,208
-1,593
| -7% | -$90.6K | 0.05% | 90 |
|
|
2024
Q1 | $1.25M | Hold |
21,801
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $1.26M | Buy |
21,801
+1,694
| +8% | +$98.2K | 0.06% | 83 |
|
|
2023
Q3 | $1.1M | Hold |
20,107
| – | – | 0.06% | 75 |
|
|
2023
Q2 | $1.15M | Hold |
20,107
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $1.15M | Sell |
20,107
-400
| -2% | -$23K | 0.06% | 82 |
|
|
2022
Q4 | $1.15M | Buy |
20,507
+9,653
| +89% | +$542K | 0.06% | 83 |
|
|
2022
Q3 | $589K | Buy |
+10,854
| New | +$589K | 0.04% | 93 |
|