Spire 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
2024
Q2
Sell
-3,026
Closed -$174K 2235
2024
Q1
$174K Buy
3,026
+415
+16% +$23.9K ﹤0.01% 810
2023
Q4
$150K Buy
+2,611
New +$150K ﹤0.01% 855