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Summit Wealth Group’s iShares California Muni Bond ETF CMF Stock Holding History

Summit Wealth Group’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$359K Hold
6,436
– – 0.09% 75
2025
Q1 		$362K Hold
6,436
– – 0.11% 67
2024
Q4 		$369K Buy
+6,436
New +$369K 0.11% 62