Wealthspire Advisors (New York)’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 | $2.54M | Sell |
45,622
-13,616
| -23% | -$759K | 0.01% | 245 |
|
|
2025
Q1 | $3.33M | Buy |
59,238
+35,677
| +151% | +$2.01M | 0.02% | 195 |
|
|
2024
Q4 | $1.35M | Buy |
23,561
+1,044
| +5% | +$59.8K | 0.01% | 311 |
|
|
2024
Q3 | $1.31M | Buy |
+22,517
| New | +$1.31M | 0.01% | 325 |
|
|
2019
Q1 | – | Sell |
-486
| Closed | -$28K | – | 191 |
|
|
2018
Q4 | $28K | Buy |
+486
| New | +$28K | ﹤0.01% | 271 |
|