Towerpoint Wealth’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
Q2 | $1.5M | Sell |
26,967
-111
| -0.4% | -$6.19K | 0.67% | 32 |
|
|
2025
Q1 | $1.52M | Sell |
27,078
-119
| -0.4% | -$6.7K | 0.76% | 27 |
|
|
2024
Q4 | $1.56M | Buy |
27,197
+61
| +0.2% | +$3.49K | 0.76% | 26 |
|
|
2024
Q3 | $1.58M | Buy |
27,136
+43
| +0.2% | +$2.5K | 0.75% | 25 |
|
|
2024
Q2 | $1.54M | Sell |
27,093
-91
| -0.3% | -$5.18K | 0.77% | 25 |
|
|
2024
Q1 | $1.56M | Sell |
27,184
-313
| -1% | -$18K | 0.79% | 24 |
|
|
2023
Q4 | $1.59M | Sell |
27,497
-2,221
| -7% | -$129K | 0.87% | 23 |
|
|
2023
Q3 | $1.63M | Sell |
29,718
-4,846
| -14% | -$266K | 0.97% | 23 |
|
|
2023
Q2 | $1.97M | Sell |
34,564
-9,368
| -21% | -$534K | 1.11% | 22 |
|
|
2023
Q1 | $2.52M | Sell |
43,932
-4,029
| -8% | -$231K | 1.44% | 17 |
|
|
2022
Q4 | $2.69M | Buy |
47,961
+30,308
| +172% | +$1.7M | 1.55% | 17 |
|
|
2022
Q3 | $957K | Buy |
17,653
+237
| +1% | +$12.8K | 0.58% | 33 |
|
|
2022
Q2 | $983K | Sell |
17,416
-112,770
| -87% | -$6.37M | 0.59% | 36 |
|
|
2022
Q1 | $7.57M | Buy |
130,186
+842
| +0.7% | +$49K | 3.76% | 6 |
|
|
2021
Q4 | $8.06M | Sell |
129,344
-10,119
| -7% | -$631K | 3.81% | 8 |
|
|
2021
Q3 | $8.66M | Buy |
139,463
+5,990
| +4% | +$372K | 4.31% | 8 |
|
|
2021
Q2 | $8.36M | Buy |
133,473
+7,556
| +6% | +$473K | 4.15% | 8 |
|
|
2021
Q1 | $7.82M | Buy |
125,917
+8,980
| +8% | +$558K | 3.75% | 8 |
|
|
2020
Q4 | $7.35M | Buy |
116,937
+6,635
| +6% | +$417K | 3.67% | 8 |
|
|
2020
Q3 | $6.88M | Buy |
110,302
+5,182
| +5% | +$323K | 3.82% | 7 |
|
|
2020
Q2 | $6.53M | Buy |
105,120
+7,161
| +7% | +$445K | 4.07% | 8 |
|
|
2020
Q1 | $5.93M | Sell |
97,959
-8,440
| -8% | -$511K | 4.69% | 7 |
|
|
2019
Q4 | $6.52M | Buy |
106,399
+2,630
| +3% | +$161K | 4.31% | 9 |
|
|
2019
Q3 | $6.36M | Buy |
103,769
+9,025
| +10% | +$553K | 4.32% | 9 |
|
|
2019
Q2 | $5.78M | Buy |
94,744
+15,094
| +19% | +$921K | 4.05% | 12 |
|
|
2019
Q1 | $4.75M | Buy |
79,650
+12,230
| +18% | +$729K | 3.31% | 14 |
|
|
2018
Q4 | $3.94M | Buy |
67,420
+8,755
| +15% | +$512K | 3.16% | 14 |
|
|
2018
Q3 | $3.4M | Buy |
58,665
+30,150
| +106% | +$1.75M | 2.83% | 15 |
|
|
2018
Q2 | $1.67M | Buy |
28,515
+7,580
| +36% | +$444K | 1.57% | 18 |
|
|
2018
Q1 | $1.22M | Sell |
20,935
-4,430
| -17% | -$259K | 1.35% | 17 |
|
|
2017
Q4 | $1.5M | Buy |
+25,365
| New | +$1.5M | 1.98% | 14 |
|