SAG
SageView Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+4,315
| New | +$239K | 0.01% | 555 |
|
|
2024
Q2 | – | Sell |
-3,580
| Closed | -$263K | – | 572 |
|
|
2024
Q1 | $263K | Buy |
+3,580
| New | +$263K | 0.01% | 446 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 553 |
|
|
2023
Q1 | – | Sell |
-9,033
| Closed | -$507K | – | 461 |
|
|
2022
Q4 | $507K | Buy |
+9,033
| New | +$507K | 0.04% | 239 |
|