Stifel Financial’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.52M | Buy |
61,820
+11,760
| +23% | +$678K | ﹤0.01% | 1567 |
|
|
2025
Q4 | $2.88M | Buy |
50,060
+4,612
| +10% | +$265K | ﹤0.01% | 1680 |
|
|
2025
Q3 | $2.59M | Buy |
45,448
+7,562
| +20% | +$423K | ﹤0.01% | 1726 |
|
|
2025
Q2 | $2.11M | Buy |
37,886
+7,836
| +26% | +$435K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $1.69M | Buy |
30,050
+4,491
| +18% | +$255K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $1.46M | Buy |
25,559
+8,357
| +49% | +$481K | ﹤0.01% | 1995 |
|
|
2024
Q3 | $1,000K | Buy |
17,202
+3,681
| +27% | +$212K | ﹤0.01% | 2227 |
|
|
2024
Q2 | $769K | Buy |
13,521
+344
| +3% | +$19.6K | ﹤0.01% | 2342 |
|
|
2024
Q1 | $758K | Sell |
13,177
-12,933
| -50% | -$746K | ﹤0.01% | 2369 |
|
|
2023
Q4 | $1.51M | Buy |
26,110
+3,319
| +15% | +$185K | ﹤0.01% | 1868 |
|
|
2023
Q3 | $1.25M | Buy |
22,791
+1,371
| +6% | +$77.1K | ﹤0.01% | 1891 |
|
|
2023
Q2 | $1.22M | Buy |
21,420
+8,770
| +69% | +$500K | ﹤0.01% | 1950 |
|
|
2023
Q1 | $726K | Buy |
12,650
+6,251
| +98% | +$356K | ﹤0.01% | 2286 |
|
|
2022
Q4 | $359K | Sell |
6,399
-1,620
| -20% | -$89.9K | ﹤0.01% | 2653 |
|
|
2022
Q3 | $435K | Sell |
8,019
-9,672
| -55% | -$548K | ﹤0.01% | 2507 |
|
|
2022
Q2 | $999K | Buy |
17,691
+6,989
| +65% | +$395K | ﹤0.01% | 1997 |
|
|
2022
Q1 | $623K | Hold |
10,702
| – | – | ﹤0.01% | 2450 |
|
|
2021
Q4 | $667K | Buy |
10,702
+159
| +2% | +$9.88K | ﹤0.01% | 2420 |
|
|
2021
Q3 | $654K | Buy |
10,543
+23
| +0.2% | +$1.44K | ﹤0.01% | 2422 |
|
|
2021
Q2 | $659K | Buy |
10,520
+3
| +0% | +$188 | ﹤0.01% | 2412 |
|
|
2021
Q1 | $653K | Sell |
10,517
-3,873
| -27% | -$242K | ﹤0.01% | 2310 |
|
|
2020
Q4 | $904K | Buy |
14,390
+546
| +4% | +$34.1K | ﹤0.01% | 1916 |
|
|
2020
Q3 | $863K | Sell |
13,844
-7,240
| -34% | -$453K | ﹤0.01% | 1736 |
|
|
2020
Q2 | $1.31M | Buy |
21,084
+4,134
| +24% | +$253K | ﹤0.01% | 1385 |
|
|
2020
Q1 | $1.02M | Sell |
16,950
-275
| -2% | -$16.8K | ﹤0.01% | 1414 |
|
|
2019
Q4 | $1.05M | Buy |
17,225
+6,601
| +62% | +$404K | ﹤0.01% | 1792 |
|
|
2019
Q3 | $650K | Buy |
10,624
+1,911
| +22% | +$117K | ﹤0.01% | 2019 |
|
|
2019
Q2 | $527K | Buy |
8,713
+415
| +5% | +$24.9K | ﹤0.01% | 2175 |
|
|
2019
Q1 | $494K | Sell |
8,298
-87
| -1% | -$5.11K | ﹤0.01% | 2072 |
|
|
2018
Q4 | $490K | Buy |
8,385
+3,735
| +80% | +$215K | ﹤0.01% | 1948 |
|
|
2018
Q3 | $269K | Sell |
4,650
-10
| -0.2% | -$584 | ﹤0.01% | 2421 |
|
|
2018
Q2 | $273K | Hold |
4,660
| – | – | ﹤0.01% | 2356 |
|
|
2018
Q1 | $273K | Sell |
4,660
-200
| -4% | -$11.7K | ﹤0.01% | 2298 |
|
|
2017
Q4 | $288K | Buy |
4,860
+200
| +4% | +$11.8K | ﹤0.01% | 2231 |
|
|
2017
Q3 | $278K | Hold |
4,660
| – | – | ﹤0.01% | 2193 |
|
|
2017
Q2 | $276K | Sell |
4,660
-180
| -4% | -$10.6K | ﹤0.01% | 2175 |
|
|
2017
Q1 | $281K | Buy |
4,840
+6
| +0.1% | +$347 | ﹤0.01% | 2127 |
|
|
2016
Q4 | $278K | Hold |
4,834
| – | – | ﹤0.01% | 2078 |
|
|
2016
Q3 | $292K | Sell |
4,834
-604
| -11% | -$36.6K | ﹤0.01% | 1999 |
|
|
2016
Q2 | $332K | Buy |
5,438
+4
| +0.1% | +$241 | ﹤0.01% | 1992 |
|
|
2016
Q1 | $324K | Hold |
5,434
| – | – | ﹤0.01% | 1788 |
|
|
2015
Q4 | $321K | Buy |
5,434
+904
| +20% | +$53.1K | ﹤0.01% | 1876 |
|
|
2015
Q3 | $266K | Hold |
4,530
| – | – | ﹤0.01% | 1883 |
|
|
2015
Q2 | $262K | Sell |
4,530
-600
| -12% | -$34.9K | ﹤0.01% | 2023 |
|
|
2015
Q1 | $303K | Hold |
5,130
| – | – | ﹤0.01% | 1894 |
|
|
2014
Q4 | $302K | Buy |
5,130
+380
| +8% | +$22.3K | ﹤0.01% | 1879 |
|
|
2014
Q3 | $277K | Buy |
+4,750
| New | +$276K | ﹤0.01% | 1836 |
|
Other funds holding CMF
FWI
SC
B
EWA
