Wealthcare Advisory 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
Q3 | $1.08M | Sell |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $230K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $18K | Buy |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $11K | Buy |
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