Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,993
| Closed | -$973K | – | 74 |
|
|
2024
Q4 | $973K | Hold |
16,993
| – | – | 0.42% | 49 |
|
|
2024
Q3 | $987K | Hold |
16,993
| – | – | 0.41% | 49 |
|
|
2024
Q2 | $967K | Hold |
16,993
| – | – | 0.42% | 46 |
|
|
2024
Q1 | $978K | Buy |
16,993
+6,083
| +56% | +$350K | 0.43% | 48 |
|
|
2023
Q4 | $632K | Buy |
10,910
+3,773
| +53% | +$219K | 0.3% | 53 |
|
|
2023
Q3 | $391K | Buy |
7,137
+142
| +2% | +$7.79K | 0.21% | 60 |
|
|
2023
Q2 | $398K | Hold |
6,995
| – | – | 0.2% | 61 |
|
|
2023
Q1 | $402K | Buy |
+6,995
| New | +$402K | 0.21% | 59 |
|
|
2022
Q3 | – | Sell |
-9,147
| Closed | -$516K | – | 71 |
|
|
2022
Q2 | $516K | Sell |
9,147
-5,792
| -39% | -$327K | 0.3% | 53 |
|
|
2022
Q1 | $869K | Buy |
14,939
+6,762
| +83% | +$393K | 0.36% | 55 |
|
|
2021
Q4 | $510K | Buy |
+8,177
| New | +$510K | 0.21% | 62 |
|