True Link Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

True Link Financial Advisors’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$674K	Hold
2025 Q2	$658K	Sell
2025 Q1	$684K	Buy
2024 Q4	$656K	Buy
2024 Q3	$613K	Hold
2024 Q2	$600K	Buy
2024 Q1	$593K	Buy