Opes Wealth Management’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 | $23.9M | Buy |
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|
2025
Q2 | $21.6M | Buy |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $18.9M | Sell |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $15.3M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $14.1M | Buy |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $8.63M | Buy |
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|
2021
Q4 | $7.35M | Buy |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $5.07M | Sell |
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|
2021
Q1 | $6.06M | Buy |
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|
2020
Q4 | $686K | Sell |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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