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Planned Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Planned Solutions’s Portfolio CMF Stock Details CMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,200
Closed -$186K – 206
2024
Q3 		$186K Buy
+3,200
New +$186K 0.07% 121
2024
Q1 		– Sell
-2,779
Closed -$161K – 177
2023
Q4 		$161K Buy
+2,779
New +$161K 0.08% 114