Morton Capital 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 | $202K | Buy |
3,626
+28
| +0.8% | +$1.56K | 0.04% | 122 |
|
|
2025
Q1 | $203K | Buy |
3,598
+17
| +0.5% | +$957 | 0.04% | 108 |
|
|
2024
Q4 | $205K | Buy |
3,581
+34
| +1% | +$1.95K | 0.04% | 108 |
|
|
2024
Q3 | $206K | Buy |
3,547
+24
| +0.7% | +$1.4K | 0.04% | 108 |
|
|
2024
Q2 | $200K | Sell |
3,523
-583
| -14% | -$33.2K | 0.05% | 96 |
|
|
2024
Q1 | $236K | Buy |
4,106
+18
| +0.4% | +$1.04K | 0.06% | 92 |
|
|
2023
Q4 | $237K | Buy |
+4,088
| New | +$237K | 0.07% | 88 |
|