Orion Portfolio Solutions’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
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $404K | Sell |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $404K | Buy |
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|
2020
Q2 | $362K | Buy |
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|
2020
Q1 | $341K | Sell |
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|
2019
Q4 | $354K | Buy |
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