One Degree Advisors’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 | $871K | Buy |
+15,632
| New | +$871K | 0.31% | 39 |
|
|
2024
Q4 | – | Sell |
-4,731
| Closed | -$275K | – | 63 |
|
|
2024
Q3 | $275K | Sell |
4,731
-12,533
| -73% | -$729K | 0.12% | 54 |
|
|
2024
Q2 | $981K | Buy |
17,264
+393
| +2% | +$22.3K | 0.47% | 32 |
|
|
2024
Q1 | $971K | Buy |
16,871
+764
| +5% | +$44K | 0.48% | 30 |
|
|
2023
Q4 | $926K | Buy |
+16,107
| New | +$926K | 0.47% | 33 |
|