Orin Green Financial’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 | $19.1M | Sell |
342,121
-23,889
| -7% | -$1.33M | 8.07% | 4 |
|
|
2025
Q1 | $20.1M | Buy |
+366,010
| New | +$20.1M | 9.47% | 2 |
|
|
2024
Q4 | – | Sell |
-362,087
| Closed | -$21M | – | 2 |
|
|
2024
Q3 | $21M | Buy |
362,087
+17,139
| +5% | +$996K | 9.07% | 2 |
|
|
2024
Q2 | $19.6M | Buy |
+344,948
| New | +$19.6M | 9.04% | 2 |
|
|
2024
Q1 | – | Sell |
-330,689
| Closed | -$19.2M | – | 2 |
|
|
2023
Q4 | $19.2M | Buy |
330,689
+13,840
| +4% | +$802K | 9.45% | 2 |
|
|
2023
Q3 | $17.4M | Buy |
316,849
+6,701
| +2% | +$367K | 9.65% | 2 |
|
|
2023
Q2 | $17.7M | Buy |
310,148
+1,296
| +0.4% | +$73.8K | 9.23% | 2 |
|
|
2023
Q1 | $17.7M | Buy |
308,852
+11,149
| +4% | +$640K | 9.6% | 2 |
|
|
2022
Q4 | $16.7M | Sell |
297,703
-13,018
| -4% | -$730K | 9.8% | 2 |
|
|
2022
Q3 | $16.8M | Buy |
310,721
+46,364
| +18% | +$2.51M | 10.95% | 2 |
|
|
2022
Q2 | $15M | Buy |
264,357
+227,217
| +612% | +$12.9M | 9.36% | 2 |
|
|
2022
Q1 | $2.16M | Sell |
37,140
-356
| -0.9% | -$20.7K | 1.41% | 18 |
|
|
2021
Q4 | $2.25M | Buy |
37,496
+2,548
| +7% | +$153K | 1.63% | 16 |
|
|
2021
Q3 | $2.17M | Sell |
34,948
-2,078
| -6% | -$129K | 1.51% | 18 |
|
|
2021
Q2 | $2.32M | Buy |
37,026
+15,670
| +73% | +$981K | 1.64% | 17 |
|
|
2021
Q1 | $1.33M | Sell |
21,356
-6,831
| -24% | -$424K | 1.08% | 22 |
|
|
2020
Q4 | $1.77M | Buy |
+28,187
| New | +$1.77M | 1.41% | 20 |
|