Westfuller Advisors’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
$3.59M Buy
64,463
+10
+0% +$557 2.05% 10
2025
Q1
$3.63M Sell
64,453
-7
-0% -$394 2.42% 9
2024
Q4
$3.69M Buy
64,460
+12
+0% +$687 2.35% 10
2024
Q3
$3.75M Buy
+64,448
New +$3.75M 2.69% 9
2024
Q1
$3.64M Buy
+63,226
New +$3.64M 4.36% 4