TIAM2
Tru Independence Asset Management 2’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
12,857
+1,050
| +9% | +$58.5K | 0.49% | 51 |
|
|
2025
Q1 | $664K | Sell |
11,807
-1,247
| -10% | -$70.2K | 0.5% | 47 |
|
|
2024
Q4 | $748K | Hold |
13,054
| – | – | 0.62% | 37 |
|
|
2024
Q3 | $759K | Buy |
+13,054
| New | +$759K | 0.64% | 34 |
|
|
2023
Q1 | $691K | Buy |
+12,026
| New | +$691K | 0.69% | 33 |
|
|
2022
Q3 | $393K | Hold |
7,252
| – | – | 0.42% | 41 |
|
|
2022
Q2 | $409K | Hold |
7,252
| – | – | 0.34% | 40 |
|
|
2022
Q1 | $422K | Hold |
7,252
| – | – | 0.24% | 50 |
|
|
2021
Q4 | $452K | Buy |
+7,252
| New | +$452K | 0.24% | 74 |
|