Shira Ridge Wealth Management’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 | $712K | Sell |
12,777
-11,311
| -47% | -$630K | 0.33% | 42 |
|
|
2025
Q1 | $1.36M | Sell |
24,088
-1,023
| -4% | -$57.6K | 0.68% | 28 |
|
|
2024
Q4 | $1.44M | Buy |
25,111
+14,053
| +127% | +$805K | 0.7% | 27 |
|
|
2024
Q3 | $643K | Buy |
11,058
+2,360
| +27% | +$137K | 0.33% | 50 |
|
|
2024
Q2 | $495K | Buy |
8,698
+2,680
| +45% | +$152K | 0.28% | 52 |
|
|
2024
Q1 | $346K | Buy |
6,018
+251
| +4% | +$14.4K | 0.2% | 58 |
|
|
2023
Q4 | $334K | Buy |
+5,767
| New | +$334K | 0.2% | 60 |
|
|
2023
Q2 | – | Sell |
-3,818
| Closed | -$219K | – | 66 |
|
|
2023
Q1 | $219K | Buy |
+3,818
| New | +$219K | 0.14% | 61 |
|