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WESPAC Advisors SoCal’s iShares California Muni Bond ETF CMF Stock Holding History

WESPAC Advisors SoCal’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,857
Closed -$450K – 106
2024
Q4 		$450K Buy
7,857
+2,601
+49% +$149K 0.1% 79
2024
Q3 		$305K Buy
+5,256
New +$305K 0.07% 84