NBWM
CMF icon

North Berkeley Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

North Berkeley Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
6,892
-3,635
-35% -$203K 0.35% 42
2025
Q1 		$592K Buy
10,527
+3,375
+47% +$190K 0.62% 29
2024
Q4 		$410K Buy
+7,152
New +$410K 0.42% 41