Welch & Forbes’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
2024
Q4
Sell
-3,479
Closed -$202K 383
2024
Q3
$202K Buy
+3,479
New +$202K ﹤0.01% 370
2024
Q2
Sell
-3,479
Closed -$200K 370
2024
Q1
$200K Hold
3,479
﹤0.01% 375
2023
Q4
$202K Buy
+3,479
New +$202K ﹤0.01% 360