Wealth Enhancement Advisory Services
CMF icon

Wealth Enhancement Advisory Services’s iShares California Muni Bond ETF CMF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
20,789
+3,100
+18% +$177K ﹤0.01% 1948
2026
Q1 		$1.01M Sell
17,689
-5,327
-23% -$307K ﹤0.01% 1794
2025
Q4 		$1.33M Buy
23,016
+940
+4% +$54K ﹤0.01% 1785
2025
Q3 		$1.26M Buy
22,076
+13,675
+163% +$765K ﹤0.01% 1719
2025
Q2 		$467K Sell
8,401
-8,788
-51% -$488K ﹤0.01% 2276
2025
Q1 		$967K Sell
17,189
-1,847
-10% -$105K ﹤0.01% 1615
2024
Q4 		$1.09M Buy
19,036
+5,377
+39% +$309K ﹤0.01% 1490
2024
Q3 		$794K Buy
13,659
+2,135
+19% +$123K ﹤0.01% 1533
2024
Q2 		$655K Buy
11,524
+1,757
+18% +$100K ﹤0.01% 1478
2024
Q1 		$562K Buy
9,767
+203
+2% +$11.7K ﹤0.01% 1511
2023
Q4 		$554K Sell
9,564
-435
-4% -$24.3K ﹤0.01% 1440
2023
Q3 		$548K Buy
+9,999
New +$562K ﹤0.01% 1376

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EFG
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2WWM
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EWM
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