Neumann Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Buy
2025
Q2
Sell
2025
Q1
$450K Hold
2024
Q4
$458K Hold
2024
Q3
$465K Sell
2024
Q2
$956K Sell
2024
Q1
$1.38M Buy
2023
Q4
$882K Buy
2023
Q3
$528K Hold
2023
Q2
$548K Buy