United Capital 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 | $2.43M | Sell |
43,600
-57,670
| -57% | -$3.21M | 0.02% | 400 |
|
|
2025
Q1 | $5.7M | Buy |
101,270
+15,350
| +18% | +$864K | 0.05% | 257 |
|
|
2024
Q4 | $4.92M | Sell |
85,920
-2,140
| -2% | -$123K | 0.04% | 264 |
|
|
2024
Q3 | $5.12M | Buy |
88,060
+15,757
| +22% | +$916K | 0.04% | 259 |
|
|
2024
Q2 | $4.11M | Buy |
72,303
+16,242
| +29% | +$924K | 0.04% | 293 |
|
|
2024
Q1 | $3.23M | Sell |
56,061
-6,294
| -10% | -$362K | 0.03% | 343 |
|
|
2023
Q4 | $3.61M | Sell |
62,355
-98,246
| -61% | -$5.69M | 0.03% | 329 |
|
|
2023
Q3 | $8.81M | Buy |
160,601
+1,728
| +1% | +$94.8K | 0.06% | 236 |
|
|
2023
Q2 | $9.05M | Buy |
158,873
+16,602
| +12% | +$945K | 0.05% | 247 |
|
|
2023
Q1 | $8.17M | Buy |
142,271
+106
| +0.1% | +$6.09K | 0.05% | 265 |
|
|
2022
Q4 | $7.98M | Buy |
142,165
+59,713
| +72% | +$3.35M | 0.04% | 278 |
|
|
2022
Q3 | $4.47M | Buy |
82,452
+36,485
| +79% | +$1.98M | 0.03% | 336 |
|
|
2022
Q2 | $2.6M | Buy |
45,967
+17,851
| +63% | +$1.01M | 0.01% | 445 |
|
|
2022
Q1 | $1.64M | Buy |
28,116
+1,012
| +4% | +$58.9K | 0.01% | 557 |
|
|
2021
Q4 | $1.69M | Sell |
27,104
-3,320
| -11% | -$207K | 0.01% | 568 |
|
|
2021
Q3 | $1.89M | Sell |
30,424
-1,894
| -6% | -$118K | 0.01% | 537 |
|
|
2021
Q2 | $2.02M | Buy |
32,318
+978
| +3% | +$61.3K | 0.01% | 534 |
|
|
2021
Q1 | $1.95M | Sell |
31,340
-14,206
| -31% | -$883K | 0.01% | 513 |
|
|
2020
Q4 | $2.86M | Buy |
45,546
+1,555
| +4% | +$97.7K | 0.02% | 441 |
|
|
2020
Q3 | $2.75M | Buy |
43,991
+22,310
| +103% | +$1.39M | 0.02% | 437 |
|
|
2020
Q2 | $1.35M | Buy |
21,681
+3,006
| +16% | +$187K | 0.01% | 587 |
|
|
2020
Q1 | $1.13M | Sell |
18,675
-939
| -5% | -$56.8K | 0.01% | 603 |
|
|
2019
Q4 | $1.2M | Buy |
19,614
+1,633
| +9% | +$100K | 0.01% | 714 |
|
|
2019
Q3 | $1.1M | Buy |
17,981
+854
| +5% | +$52.3K | 0.01% | 713 |
|
|
2019
Q2 | $1.04M | Buy |
17,127
+4,019
| +31% | +$244K | 0.01% | 792 |
|
|
2019
Q1 | $781K | Buy |
13,108
+3,616
| +38% | +$215K | 0.01% | 838 |
|
|
2018
Q4 | $555K | Buy |
9,492
+2,794
| +42% | +$163K | ﹤0.01% | 888 |
|
|
2018
Q3 | $388K | Buy |
6,698
+2,147
| +47% | +$124K | ﹤0.01% | 1025 |
|
|
2018
Q2 | $266K | Buy |
4,551
+41
| +0.9% | +$2.4K | ﹤0.01% | 1128 |
|
|
2018
Q1 | $263K | Buy |
+4,510
| New | +$263K | ﹤0.01% | 1135 |
|
|
2016
Q3 | – | Sell |
-6,152
| Closed | -$375K | – | 1266 |
|
|
2016
Q2 | $375K | Buy |
6,152
+418
| +7% | +$25.5K | ﹤0.01% | 981 |
|
|
2016
Q1 | $342K | Sell |
5,734
-7,134
| -55% | -$426K | ﹤0.01% | 975 |
|
|
2015
Q4 | $760K | Buy |
12,868
+1,600
| +14% | +$94.5K | 0.01% | 765 |
|
|
2015
Q3 | $661K | Buy |
11,268
+4,186
| +59% | +$246K | 0.01% | 816 |
|
|
2015
Q2 | $409K | Buy |
+7,082
| New | +$409K | ﹤0.01% | 986 |
|