Wealth Enhancement Advisory Services’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 | $467K | Sell |
8,401
-8,788
| -51% | -$488K | ﹤0.01% | 2261 |
|
|
2025
Q1 | $967K | Sell |
17,189
-1,847
| -10% | -$104K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $1.09M | Buy |
19,036
+5,377
| +39% | +$308K | ﹤0.01% | 1481 |
|
|
2024
Q3 | $794K | Buy |
13,659
+2,135
| +19% | +$124K | ﹤0.01% | 1523 |
|
|
2024
Q2 | $655K | Buy |
11,524
+1,757
| +18% | +$99.9K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $562K | Buy |
9,767
+203
| +2% | +$11.7K | ﹤0.01% | 1511 |
|
|
2023
Q4 | $554K | Sell |
9,564
-435
| -4% | -$25.2K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $548K | Buy |
+9,999
| New | +$548K | ﹤0.01% | 1373 |
|