SimpliFi Inc’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 | $1.44M | Buy |
25,836
+1,168
| +5% | +$65.1K | 0.63% | 17 |
|
|
2025
Q1 | $1.39M | Buy |
24,668
+468
| +2% | +$26.3K | 0.64% | 16 |
|
|
2024
Q4 | $1.39M | Sell |
24,200
-597
| -2% | -$34.2K | 0.63% | 17 |
|
|
2024
Q3 | $1.44M | Buy |
24,797
+169
| +0.7% | +$9.82K | 0.64% | 17 |
|
|
2024
Q2 | $1.4M | Buy |
24,628
+389
| +2% | +$22.1K | 0.65% | 17 |
|
|
2024
Q1 | $1.39M | Sell |
24,239
-2,592
| -10% | -$149K | 0.64% | 17 |
|
|
2023
Q4 | $1.47M | Hold |
26,831
| – | – | 0.72% | 15 |
|
|
2023
Q3 | $1.47M | Buy |
26,831
+156
| +0.6% | +$8.56K | 0.73% | 15 |
|
|
2023
Q2 | $1.52M | Buy |
26,675
+10,263
| +63% | +$584K | 0.72% | 16 |
|
|
2023
Q1 | $942K | Buy |
+16,412
| New | +$942K | 0.46% | 20 |
|