Sanchez Wealth Management 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
$268K Sell
4,810
-1,685
-26% -$93.9K 0.06% 41
2025
Q1
$366K Sell
6,495
-170
-3% -$9.57K 0.1% 37
2024
Q4
$382K Buy
+6,665
New +$382K 0.1% 37