Perigon 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
Q2 | – | Sell |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $55K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.18M | Buy |
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|
2018
Q1 | $132K | Buy |
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|
2017
Q4 | $40K | Sell |
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|
2017
Q3 | $926K | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $606K | Sell |
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|
2016
Q2 | $729K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $686K | Buy |
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|
2015
Q3 | $662K | Buy |
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|
2015
Q2 | $526K | Buy |
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|
2015
Q1 | $498K | Buy |
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|
2014
Q4 | $376K | Buy |
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|
2014
Q3 | $335K | Buy |
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