WRPWM
Werba Rubin Papier Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Buy |
16,517
+4,703
| +40% | +$262K | 0.17% | 78 |
|
|
2025
Q1 | $665K | Sell |
11,814
-10,824
| -48% | -$609K | 0.14% | 87 |
|
|
2024
Q4 | $987K | Buy |
22,638
+7,570
| +50% | +$330K | 0.23% | 64 |
|
|
2024
Q3 | $876K | Sell |
15,068
-5,408
| -26% | -$314K | 0.21% | 69 |
|
|
2024
Q2 | $1.16M | Buy |
20,476
+5,759
| +39% | +$328K | 0.32% | 50 |
|
|
2024
Q1 | $847K | Buy |
+14,717
| New | +$847K | 0.25% | 54 |
|