Prospera Financial Services’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 | – | Sell |
-25,495
| Closed | -$1.43M | – | 1322 |
|
|
2025
Q1 | $1.43M | Buy |
25,495
+8,500
| +50% | +$478K | 0.03% | 468 |
|
|
2024
Q4 | $973K | Buy |
+16,995
| New | +$973K | 0.02% | 554 |
|
|
2023
Q3 | – | Sell |
-5,304
| Closed | -$302K | – | 1014 |
|
|
2023
Q2 | $302K | Hold |
5,304
| – | – | 0.01% | 792 |
|
|
2023
Q1 | $305K | Sell |
5,304
-1,987
| -27% | -$114K | 0.01% | 777 |
|
|
2022
Q4 | $409K | Sell |
7,291
-7,609
| -51% | -$427K | 0.02% | 590 |
|
|
2022
Q3 | $808K | Buy |
+14,900
| New | +$808K | 0.04% | 411 |
|
|
2022
Q2 | – | Sell |
-35,800
| Closed | -$2.08M | – | 1780 |
|
|
2022
Q1 | $2.08M | Buy |
35,800
+2,700
| +8% | +$157K | 0.09% | 265 |
|
|
2021
Q4 | $2.06M | Buy |
33,100
+5,300
| +19% | +$330K | 0.09% | 259 |
|
|
2021
Q3 | $1.73M | Buy |
27,800
+19,200
| +223% | +$1.19M | 0.09% | 266 |
|
|
2021
Q2 | $539K | Buy |
+8,600
| New | +$539K | 0.03% | 514 |
|