Prosperitas 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
Q1
Sell
-6,264
Closed -$359K 60
2024
Q4
$359K Hold
6,264
0.18% 46
2024
Q3
$340K Hold
6,264
0.18% 48
2024
Q2
$340K Hold
6,264
0.21% 50
2024
Q1
$360K Hold
6,264
0.23% 48
2023
Q4
$340K Buy
6,264
+78
+1% +$4.23K 0.25% 50
2023
Q3
$339K Buy
+6,186
New +$339K 0.26% 53