Wealthcare Advisory Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Wealthcare Advisory Partners’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	20,707 +1,293	+7%	+$74K	0.02%	471
2026 Q1	$1.1M	Buy	19,414 +537	+3%	+$31K	0.02%	493
2025 Q4	$1.08M	Hold	18,877	–	–	0.02%	492
2025 Q3	$1.08M	Sell	18,877 -3,821	-17%	-$214K	0.02%	487
2025 Q2	$1.27M	Buy	22,698 +2,718	+14%	+$151K	0.03%	425
2025 Q1	$1.12M	Buy	19,980 +39	+0.2%	+$2.22K	0.03%	419
2024 Q4	$1.14M	Buy	19,941 +682	+4%	+$39.2K	0.03%	391
2024 Q3	$1.12M	Buy	19,259 +8,931	+86%	+$514K	0.03%	398
2024 Q2	$587K	Buy	10,328 +26	+0.3%	+$1.48K	0.02%	502
2024 Q1	$593K	Buy	10,302 +3,587	+53%	+$207K	0.02%	505
2023 Q4	$389K	Sell	6,715 -55	-0.8%	-$3.07K	0.02%	533
2023 Q3	$371K	Buy	6,770 +21	+0.3%	+$1.18K	0.02%	507
2023 Q2	$384K	Sell	6,749 -2,277	-25%	-$130K	0.02%	504
2023 Q1	$518K	Buy	9,026 +14	+0.2%	+$796	0.02%	450
2022 Q4	$506K	Buy	9,012 +5,249	+139%	+$291K	0.02%	421
2022 Q3	$204K	Buy	3,763 +17	+0.5%	+$962	0.01%	564
2022 Q2	$212K	Buy	3,746 +16	+0.4%	+$904	0.01%	517
2022 Q1	$217K	Buy	3,730 +9	+0.2%	+$542	0.01%	498
2021 Q4	$232K	Buy	3,721 +18	+0.5%	+$1.12K	0.01%	508
2021 Q3	$230K	Buy	3,703 +13	+0.4%	+$815	0.02%	486
2021 Q2	$231K	Buy	3,690 +205	+6%	+$12.8K	0.02%	486
2021 Q1	$217K	Sell	3,485 -149	-4%	-$9.31K	0.02%	461
2020 Q4	$228K	Buy	3,634 +21	+0.6%	+$1.31K	0.02%	373
2020 Q3	$225K	Buy	3,613 +42	+1%	+$2.63K	0.02%	317
2020 Q2	$222K	Buy	3,571 +3,471	+3,471%	+$213K	0.03%	282
2020 Q1	$6K	Sell	100 -190	-66%	-$11.6K	﹤0.01%	1041
2019 Q4	$18K	Buy	290 +22	+8%	+$1.35K	﹤0.01%	784
2019 Q3	$16K	Buy	268 +78	+41%	+$4.78K	﹤0.01%	803
2019 Q2	$12K	Hold	190	–	–	﹤0.01%	857
2019 Q1	$11K	Hold	190	–	–	﹤0.01%	787
2018 Q4	$11K	Hold	190	–	–	﹤0.01%	763
2018 Q3	$11K	Hold	190	–	–	﹤0.01%	810
2018 Q2	$11K	Hold	190	–	–	﹤0.01%	796
2018 Q1	$11K	Hold	190	–	–	﹤0.01%	706
2017 Q4	$11K	Hold	190	–	–	﹤0.01%	653
2017 Q3	$11K	Buy	+190	New	+$11.3K	﹤0.01%	518