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Silver Oak Wealth Advisors Services’s iShares California Muni Bond ETF CMF Stock Holding History

Silver Oak Wealth Advisors Services’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.43M Buy
79,545
+55,410
+230% +$3.09M 3.19% 8
2025
Q1 		$1.36M Buy
24,135
+4,711
+24% +$265K 1.21% 15
2024
Q4 		$1.11M Buy
+19,424
New +$1.11M 0.96% 18