Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $22.3M | Sell |
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|
2023
Q2 | $27.7M | Buy |
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|
2023
Q1 | $25.6M | Sell |
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|
2022
Q4 | $27.6M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.63M | Buy |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $312K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | $145K | Buy |
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