RWA Wealth Partners’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 | $19.2M | Sell |
344,078
-6,609
| -2% | -$368K | 0.24% | 63 |
|
|
2025
Q1 | $19.7M | Sell |
350,687
-15,224
| -4% | -$857K | 0.25% | 64 |
|
|
2024
Q4 | $21M | Buy |
365,911
+4,860
| +1% | +$278K | 0.26% | 58 |
|
|
2024
Q3 | $21M | Buy |
361,051
+29,151
| +9% | +$1.69M | 0.26% | 59 |
|
|
2024
Q2 | $18.9M | Sell |
331,900
-1,837
| -0.6% | -$104K | 0.25% | 65 |
|
|
2024
Q1 | $19.2M | Buy |
333,737
+1,439
| +0.4% | +$82.8K | 0.26% | 66 |
|
|
2023
Q4 | $19.3M | Sell |
332,298
-1,678
| -0.5% | -$97.2K | 0.27% | 60 |
|
|
2023
Q3 | $18.3M | Sell |
333,976
-1,664
| -0.5% | -$91.3K | 0.4% | 23 |
|
|
2023
Q2 | $19.1M | Buy |
335,640
+110
| +0% | +$6.26K | 0.42% | 22 |
|
|
2023
Q1 | $19.3M | Buy |
335,530
+3,029
| +0.9% | +$174K | 0.46% | 20 |
|
|
2022
Q4 | $19M | Buy |
332,501
+250,004
| +303% | +$14.3M | 0.47% | 21 |
|
|
2022
Q3 | $4.47M | Buy |
82,497
+632
| +0.8% | +$34.3K | 0.32% | 69 |
|
|
2022
Q2 | $4.62M | Buy |
+81,865
| New | +$4.62M | 0.31% | 69 |
|