West Wealth Group’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 | $13.4M | Buy |
240,111
+33,975
| +16% | +$1.89M | 3.32% | 12 |
|
|
2025
Q1 | $11.6M | Buy |
206,136
+14,395
| +8% | +$810K | 3.43% | 10 |
|
|
2024
Q4 | $11M | Buy |
191,741
+45,498
| +31% | +$2.61M | 3.28% | 12 |
|
|
2024
Q3 | $8.5M | Buy |
146,243
+15,820
| +12% | +$919K | 2.75% | 12 |
|
|
2024
Q2 | $7.42M | Buy |
130,423
+2,378
| +2% | +$135K | 2.62% | 12 |
|
|
2024
Q1 | $7.37M | Buy |
+128,045
| New | +$7.37M | 2.73% | 12 |
|