VERITY 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 | $608K | Hold |
10,915
| – | – | 0.41% | 43 |
|
|
2025
Q1 | $614K | Hold |
10,915
| – | – | 0.46% | 41 |
|
|
2024
Q4 | $625K | Hold |
10,915
| – | – | 0.45% | 39 |
|
|
2024
Q3 | $634K | Hold |
10,915
| – | – | 0.45% | 43 |
|
|
2024
Q2 | $621K | Hold |
10,915
| – | – | 0.47% | 41 |
|
|
2024
Q1 | $628K | Sell |
10,915
-7,872
| -42% | -$453K | 0.48% | 42 |
|
|
2023
Q4 | $1.09M | Hold |
18,787
| – | – | 0.94% | 20 |
|
|
2023
Q3 | $1.03M | Hold |
18,787
| – | – | 0.97% | 20 |
|
|
2023
Q2 | $1.07M | Hold |
18,787
| – | – | 0.96% | 20 |
|
|
2023
Q1 | $1.08M | Hold |
18,787
| – | – | 1% | 20 |
|
|
2022
Q4 | $1.05M | Hold |
18,787
| – | – | 1.03% | 20 |
|
|
2022
Q3 | $1.02M | Hold |
18,787
| – | – | 1.05% | 21 |
|
|
2022
Q2 | $1.06M | Hold |
18,787
| – | – | 1.03% | 21 |
|
|
2022
Q1 | $1.09M | Hold |
18,787
| – | – | 0.97% | 21 |
|
|
2021
Q4 | $1.17M | Hold |
18,787
| – | – | 0.97% | 21 |
|
|
2021
Q3 | $1.17M | Hold |
18,787
| – | – | 1.04% | 18 |
|
|
2021
Q2 | $1.18M | Hold |
18,787
| – | – | 1.07% | 18 |
|
|
2021
Q1 | $1.17M | Hold |
18,787
| – | – | 1.03% | 18 |
|
|
2020
Q4 | $1.18M | Hold |
18,787
| – | – | 1.07% | 19 |
|
|
2020
Q3 | $1.17M | Hold |
18,787
| – | – | 1.2% | 19 |
|
|
2020
Q2 | $1.17M | Hold |
18,787
| – | – | 1.25% | 19 |
|
|
2020
Q1 | $1.14M | Hold |
18,787
| – | – | 1.55% | 19 |
|
|
2019
Q4 | $1.15M | Hold |
18,787
| – | – | 1.11% | 21 |
|
|
2019
Q3 | $1.15M | Buy |
18,787
+47
| +0.3% | +$2.88K | 1.13% | 23 |
|
|
2019
Q2 | $1.14M | Buy |
18,740
+49
| +0.3% | +$2.97K | 1.12% | 23 |
|
|
2019
Q1 | $1.11M | Buy |
18,691
+34
| +0.2% | +$2.03K | 1.14% | 23 |
|
|
2018
Q4 | $1.09M | Buy |
+18,657
| New | +$1.09M | 1.25% | 23 |
|