Tru Independence Asset Management 2’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
Q4 | $678K | Hold |
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|
2025
Q3 | $673K | Sell |
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|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $748K | Hold |
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|
2024
Q3 | $759K | Buy |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $452K | Buy |
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