True Link Financial Advisors’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 | $658K | Sell |
11,810
-350
| -3% | -$19.5K | 0.05% | 41 |
|
|
2025
Q1 | $684K | Buy |
12,160
+710
| +6% | +$40K | 0.05% | 43 |
|
|
2024
Q4 | $656K | Buy |
11,450
+900
| +9% | +$51.6K | 0.06% | 33 |
|
|
2024
Q3 | $613K | Hold |
10,550
| – | – | 0.05% | 34 |
|
|
2024
Q2 | $600K | Buy |
10,550
+250
| +2% | +$14.2K | 0.06% | 34 |
|
|
2024
Q1 | $593K | Buy |
+10,300
| New | +$593K | 0.06% | 35 |
|