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
Q2
$717K Buy
2025
Q1
$664K Sell
2024
Q4
$748K Hold
2024
Q3
$759K Buy
2023
Q1
$691K Buy
2022
Q3
$393K Hold
2022
Q2
$409K Hold
2022
Q1
$422K Hold
2021
Q4
$452K Buy