Twin Peaks Wealth 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
$317K Hold
5,684
0.1% 124
2025
Q1
$314K Buy
5,684
+206
+4% +$11.4K 0.14% 111
2024
Q4
$314K Buy
+5,478
New +$314K 0.13% 106