Safeguard Investment Advisory Group’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
Q3 | $352K | Sell |
|
|||||
|
2025
Q2 | $907K | Sell |
|
|||||
|
2025
Q1 | $1.02M | Sell |
|
|||||
|
2024
Q4 | $1.08M | Sell |
|
|||||
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $1.18M | Sell |
|
|||||
|
2024
Q1 | $1.32M | Sell |
|
|||||
|
2023
Q4 | $1.53M | Sell |
|
|||||
|
2023
Q3 | $1.52M | Sell |
|
|||||
|
2023
Q2 | $1.66M | Sell |
|
|||||
|
2023
Q1 | $1.91M | Sell |
|
|||||
|
2022
Q4 | $1.97M | Sell |
|
|||||
|
2022
Q3 | $2M | Sell |
|
|||||
|
2022
Q2 | $2.95M | Hold |
|
|||||
|
2022
Q1 | $2.95M | Buy |
|
|||||
|
2021
Q4 | $2.85M | Buy |
|
|||||
|
2021
Q3 | $2.48M | Buy |
|
|||||
|
2021
Q2 | $886K | Buy |
|
|||||
|
2021
Q1 | $452K | Sell |
|
|||||
|
2020
Q4 | $481K | Buy |
|