SVWG
Shared Vision Wealth 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 | $250K | Sell |
4,507
-6,855
| -60% | -$380K | 0.12% | 73 |
|
|
2025
Q1 | $639K | Buy |
11,362
+2
| +0% | +$113 | 0.35% | 40 |
|
|
2024
Q4 | $651K | Buy |
11,360
+5
| +0% | +$286 | 0.34% | 43 |
|
|
2024
Q3 | $660K | Buy |
11,355
+2,615
| +30% | +$152K | 0.35% | 40 |
|
|
2024
Q2 | $497K | Buy |
8,740
+3,585
| +70% | +$204K | 0.29% | 44 |
|
|
2024
Q1 | $297K | Buy |
5,155
+2
| +0% | +$115 | 0.19% | 58 |
|
|
2023
Q4 | $299K | Buy |
+5,153
| New | +$299K | 0.2% | 56 |
|