Wealth Enhancement Advisory Services
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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
2025
Q2 		$467K Sell
2025
Q1 		$967K Sell
2024
Q4 		$1.09M Buy
2024
Q3 		$794K Buy
2024
Q2 		$655K Buy
2024
Q1 		$562K Buy
2023
Q4 		$554K Sell
2023
Q3 		$548K Buy