SteelPeak Wealth’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 | $3.34M | Buy |
59,865
+4,410
| +8% | +$246K | 0.13% | 125 |
|
|
2025
Q1 | $3.12M | Sell |
55,455
-1,124
| -2% | -$63.3K | 0.13% | 122 |
|
|
2024
Q4 | $3.24M | Sell |
56,579
-352
| -0.6% | -$20.2K | 0.13% | 116 |
|
|
2024
Q3 | $3.31M | Buy |
56,931
+2,224
| +4% | +$129K | 0.14% | 114 |
|
|
2024
Q2 | $3.11M | Sell |
54,707
-5,518
| -9% | -$314K | 0.14% | 111 |
|
|
2024
Q1 | $3.47M | Buy |
60,225
+5,963
| +11% | +$343K | 0.17% | 101 |
|
|
2023
Q4 | $3.14M | Sell |
54,262
-10,693
| -16% | -$620K | 0.18% | 101 |
|
|
2023
Q3 | $3.56M | Sell |
64,955
-7,711
| -11% | -$423K | 0.22% | 88 |
|
|
2023
Q2 | $4.14M | Buy |
72,666
+2,009
| +3% | +$114K | 0.25% | 74 |
|
|
2023
Q1 | $4.06M | Buy |
70,657
+20,720
| +41% | +$1.19M | 0.28% | 75 |
|
|
2022
Q4 | $2.8M | Sell |
49,937
-360
| -0.7% | -$20.2K | 0.21% | 95 |
|
|
2022
Q3 | $2.73M | Sell |
50,297
-13,767
| -21% | -$746K | 0.2% | 90 |
|
|
2022
Q2 | $3.62M | Sell |
64,064
-866
| -1% | -$48.9K | 0.26% | 75 |
|
|
2022
Q1 | $3.78M | Sell |
64,930
-1,081
| -2% | -$62.9K | 0.21% | 78 |
|
|
2021
Q4 | $4.11M | Buy |
66,011
+12,849
| +24% | +$801K | 0.23% | 81 |
|
|
2021
Q3 | $3.3M | Buy |
53,162
+1,244
| +2% | +$77.2K | 0.22% | 83 |
|
|
2021
Q2 | $3.25M | Buy |
51,918
+1,147
| +2% | +$71.8K | 0.23% | 86 |
|
|
2021
Q1 | $3.15M | Sell |
50,771
-106
| -0.2% | -$6.59K | 0.25% | 78 |
|
|
2020
Q4 | $3.2M | Buy |
50,877
+141
| +0.3% | +$8.86K | 0.29% | 75 |
|
|
2020
Q3 | $3.17M | Buy |
50,736
+8,566
| +20% | +$535K | 0.34% | 65 |
|
|
2020
Q2 | $2.62M | Buy |
42,170
+10,969
| +35% | +$682K | 0.33% | 64 |
|
|
2020
Q1 | $1.89M | Buy |
31,201
+1,906
| +7% | +$115K | 0.3% | 71 |
|
|
2019
Q4 | $1.79M | Buy |
+29,295
| New | +$1.79M | 0.25% | 85 |
|