Safeguard Investment Advisory Group’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 | $907K | Sell |
16,275
-1,784
| -10% | -$99.4K | 0.23% | 50 |
|
|
2025
Q1 | $1.02M | Sell |
18,059
-750
| -4% | -$42.2K | 0.28% | 38 |
|
|
2024
Q4 | $1.08M | Sell |
18,809
-1,138
| -6% | -$65.2K | 0.3% | 35 |
|
|
2024
Q3 | $1.16M | Sell |
19,947
-859
| -4% | -$49.9K | 0.33% | 32 |
|
|
2024
Q2 | $1.18M | Sell |
20,806
-2,051
| -9% | -$117K | 0.37% | 29 |
|
|
2024
Q1 | $1.32M | Sell |
22,857
-3,497
| -13% | -$201K | 0.45% | 26 |
|
|
2023
Q4 | $1.53M | Sell |
26,354
-1,439
| -5% | -$83.4K | 0.57% | 23 |
|
|
2023
Q3 | $1.52M | Sell |
27,793
-1,395
| -5% | -$76.5K | 0.66% | 21 |
|
|
2023
Q2 | $1.66M | Sell |
29,188
-4,038
| -12% | -$230K | 0.71% | 22 |
|
|
2023
Q1 | $1.91M | Sell |
33,226
-1,933
| -5% | -$111K | 0.92% | 22 |
|
|
2022
Q4 | $1.97M | Sell |
35,159
-1,836
| -5% | -$103K | 1.22% | 20 |
|
|
2022
Q3 | $2.01M | Sell |
36,995
-13,761
| -27% | -$746K | 1.37% | 20 |
|
|
2022
Q2 | $2.95M | Hold |
50,756
| – | – | 1.82% | 15 |
|
|
2022
Q1 | $2.95M | Buy |
50,756
+5,102
| +11% | +$297K | 2.02% | 14 |
|
|
2021
Q4 | $2.85M | Buy |
45,654
+5,750
| +14% | +$358K | 1.66% | 16 |
|
|
2021
Q3 | $2.48M | Buy |
39,904
+25,746
| +182% | +$1.6M | 1.6% | 16 |
|
|
2021
Q2 | $886K | Buy |
14,158
+6,868
| +94% | +$430K | 0.63% | 28 |
|
|
2021
Q1 | $452K | Sell |
7,290
-367
| -5% | -$22.8K | 0.4% | 45 |
|
|
2020
Q4 | $481K | Buy |
+7,657
| New | +$481K | 0.43% | 40 |
|