Waypoint Wealth Partners’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 | $446K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $465K | Hold |
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|
2024
Q2 | $455K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $4.07M | Sell |
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|
2022
Q2 | $5.38M | Buy |
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