Shared Vision Wealth Group’s iShares California Muni Bond ETF CMF Stock Holding History

Shared Vision Wealth Group’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Sell
2025 Q1	$639K	Buy
2024 Q4	$651K	Buy
2024 Q3	$660K	Buy
2024 Q2	$497K	Buy
2024 Q1	$297K	Buy
2023 Q4	$299K	Buy