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Trace Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Trace Wealth Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$583K Hold
10,452
– – 0.48% 32
2025
Q1 		$588K Hold
10,452
– – 0.52% 31
2024
Q4 		$599K Buy
+10,452
New +$599K 0.54% 30