OneDigital Investment Advisors’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 | $6.64M | Buy |
|
|||||
|
2025
Q2 | $6.22M | Sell |
|
|||||
|
2025
Q1 | $9.35M | Sell |
|
|||||
|
2024
Q4 | $10M | Buy |
|
|||||
|
2024
Q3 | $10.1M | Sell |
|
|||||
|
2024
Q2 | $10M | Buy |
|
|||||
|
2024
Q1 | $812K | Sell |
|
|||||
|
2023
Q4 | $926K | Buy |
|
|||||
|
2023
Q3 | $634K | Buy |
|
|||||
|
2023
Q2 | $655K | Buy |
|
|||||
|
2023
Q1 | $657K | Buy |
|
|||||
|
2022
Q4 | $640K | Buy |
|