United Capital Financial Advisors’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
Q3 | $1.15M | Sell |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $4.92M | Sell |
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|
2024
Q3 | $5.12M | Buy |
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|
2024
Q2 | $4.11M | Buy |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $3.61M | Sell |
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|
2023
Q3 | $8.81M | Buy |
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|
2023
Q2 | $9.05M | Buy |
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|
2023
Q1 | $8.17M | Buy |
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|
2022
Q4 | $7.98M | Buy |
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|
2022
Q3 | $4.47M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $2.86M | Buy |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $781K | Buy |
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|
2018
Q4 | $555K | Buy |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $263K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $375K | Buy |
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|
2016
Q1 | $342K | Sell |
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|
2015
Q4 | $760K | Buy |
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|
2015
Q3 | $661K | Buy |
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|
2015
Q2 | $409K | Buy |
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