Topel & Distasi Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $973K | Hold |
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|
2024
Q3 | $987K | Hold |
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|
2024
Q2 | $967K | Hold |
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|
2024
Q1 | $978K | Buy |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $869K | Buy |
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|
2021
Q4 | $510K | Buy |
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