ShankerValleau Wealth Advisors’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 | $345K | Hold |
6,185
| – | – | 0.1% | 27 |
|
|
2025
Q1 | $348K | Sell |
6,185
-114
| -2% | -$6.42K | 0.11% | 25 |
|
|
2024
Q4 | $361K | Hold |
6,299
| – | – | 0.12% | 25 |
|
|
2024
Q3 | $366K | Hold |
6,299
| – | – | 0.12% | 21 |
|
|
2024
Q2 | $358K | Sell |
6,299
-1,036
| -14% | -$58.9K | 0.15% | 19 |
|
|
2024
Q1 | $422K | Buy |
+7,335
| New | +$422K | 0.19% | 17 |
|