NFP Retirement Inc’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 | $272K | Buy |
4,875
+37
| +0.8% | +$2.06K | 0.02% | 257 |
|
|
2025
Q1 | $272K | Buy |
4,838
+23
| +0.5% | +$1.3K | 0.02% | 237 |
|
|
2024
Q4 | $276K | Hold |
4,815
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $280K | Hold |
4,815
| – | – | 0.02% | 239 |
|
|
2024
Q2 | $274K | Hold |
4,815
| – | – | 0.02% | 234 |
|
|
2024
Q1 | $277K | Hold |
4,815
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $279K | Buy |
+4,815
| New | +$279K | 0.05% | 199 |
|