Traveka 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 | $4.2M | Sell |
75,366
-2,749
| -4% | -$153K | 2.23% | 14 |
|
|
2025
Q1 | $4.4M | Sell |
78,115
-224
| -0.3% | -$12.6K | 2.46% | 11 |
|
|
2024
Q4 | $4.49M | Buy |
78,339
+510
| +0.7% | +$29.2K | 2.47% | 12 |
|
|
2024
Q3 | $4.52M | Sell |
77,829
-2,283
| -3% | -$133K | 2.3% | 12 |
|
|
2024
Q2 | $4.56M | Sell |
80,112
-14,065
| -15% | -$800K | 2.22% | 11 |
|
|
2024
Q1 | $5.42M | Buy |
94,177
+2,029
| +2% | +$117K | 2.5% | 8 |
|
|
2023
Q4 | $5.34M | Buy |
+92,148
| New | +$5.34M | 2.69% | 7 |
|