Warren Street 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 | $3.15M | Buy |
56,593
+455
| +0.8% | +$25.4K | 1.04% | 19 |
|
|
2025
Q1 | $3.16M | Sell |
56,138
-1,146
| -2% | -$64.5K | 1.23% | 19 |
|
|
2024
Q4 | $3.28M | Buy |
57,284
+3,265
| +6% | +$187K | 1.34% | 19 |
|
|
2024
Q3 | $3.14M | Buy |
54,019
+365
| +0.7% | +$21.2K | 1.3% | 19 |
|
|
2024
Q2 | $3.05M | Sell |
53,654
-350
| -0.6% | -$19.9K | 1.52% | 14 |
|
|
2024
Q1 | $3.11M | Sell |
54,004
-1,474
| -3% | -$84.8K | 1.54% | 14 |
|
|
2023
Q4 | $3.21M | Sell |
55,478
-897
| -2% | -$52K | 1.82% | 11 |
|
|
2023
Q3 | $3.09M | Sell |
56,375
-1,298
| -2% | -$71.2K | 2.04% | 11 |
|
|
2023
Q2 | $3.28M | Sell |
57,673
-265
| -0.5% | -$15.1K | 2.17% | 11 |
|
|
2023
Q1 | $3.33M | Sell |
57,938
-2,084
| -3% | -$120K | 2.37% | 11 |
|
|
2022
Q4 | $3.37M | Buy |
60,022
+5,007
| +9% | +$281K | 2.7% | 11 |
|
|
2022
Q3 | $2.98M | Sell |
55,015
-3,200
| -5% | -$174K | 3% | 9 |
|
|
2022
Q2 | $3.29M | Buy |
58,215
+19,100
| +49% | +$1.08M | 3.18% | 8 |
|
|
2022
Q1 | $2.28M | Buy |
+39,115
| New | +$2.28M | 1.99% | 13 |
|