Wealthspire Advisors (New York)’s iShares California Muni Bond ETF CMF Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CMF Stock Details CMF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.65M	Buy
2025 Q2	$2.54M	Sell
2025 Q1	$3.33M	Buy
2024 Q4	$1.35M	Buy
2024 Q3	$1.31M	Buy
2019 Q1	–	Sell
2018 Q4	$28K	Buy