OneDigital Investment 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 | $6.22M | Sell |
111,548
-54,511
| -33% | -$3.04M | 0.07% | 216 |
|
|
2025
Q1 | $9.35M | Sell |
166,059
-8,647
| -5% | -$487K | 0.11% | 161 |
|
|
2024
Q4 | $10M | Buy |
174,706
+200
| +0.1% | +$11.5K | 0.12% | 150 |
|
|
2024
Q3 | $10.1M | Sell |
174,506
-2,125
| -1% | -$123K | 0.12% | 149 |
|
|
2024
Q2 | $10M | Buy |
176,631
+162,515
| +1,151% | +$9.24M | 0.13% | 141 |
|
|
2024
Q1 | $812K | Sell |
14,116
-1,873
| -12% | -$108K | 0.01% | 568 |
|
|
2023
Q4 | $926K | Buy |
15,989
+4,437
| +38% | +$257K | 0.02% | 507 |
|
|
2023
Q3 | $634K | Buy |
11,552
+54
| +0.5% | +$2.96K | 0.01% | 567 |
|
|
2023
Q2 | $655K | Buy |
11,498
+54
| +0.5% | +$3.08K | 0.01% | 541 |
|
|
2023
Q1 | $657K | Buy |
11,444
+38
| +0.3% | +$2.18K | 0.02% | 520 |
|
|
2022
Q4 | $640K | Buy |
+11,406
| New | +$640K | 0.02% | 456 |
|