MYeCFO’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
$12.9M Sell
227,283
-1,550
-0.7% -$87.8K 6.32% 4
2025
Q1
$12.9M Buy
228,833
+4,219
+2% +$237K 6.82% 3
2024
Q4
$12.9M Buy
224,614
+15,386
+7% +$883K 6.95% 3
2024
Q3
$12.2M Buy
209,228
+1,290
+0.6% +$75.1K 6.6% 4
2024
Q2
$11.8M Buy
207,938
+1,846
+0.9% +$105K 6.82% 4
2024
Q1
$11.8M Buy
206,092
+13,971
+7% +$803K 6.95% 4
2023
Q4
$11.2M Sell
192,121
-467
-0.2% -$27.2K 7.04% 4
2023
Q3
$10.6M Buy
192,588
+17,966
+10% +$984K 7.32% 4
2023
Q2
$9.94M Sell
174,622
-6,099
-3% -$347K 7.23% 4
2023
Q1
$10.4M Buy
180,721
+38,996
+28% +$2.24M 7.78% 4
2022
Q4
$7.96M Buy
+141,725
New +$7.96M 6.54% 5