Valmark Advisers’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
Q2 | $3.94M | Buy |
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|
2025
Q1 | $3.97M | Buy |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $918K | Buy |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $830K | Buy |
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|
2023
Q4 | $818K | Hold |
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|
2023
Q3 | $774K | Hold |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $725K | Hold |
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|
2022
Q4 | $708K | Hold |
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|
2022
Q3 | $684K | Hold |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $457K | Buy |
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