Westside Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Buy |
42,915
+1,529
| +4% | +$88.2K | 0.37% | 65 |
|
|
2025
Q4 | $2.38M | Buy |
41,386
+1,861
| +5% | +$107K | 0.38% | 65 |
|
|
2025
Q3 | $2.25M | Sell |
39,525
-747
| -2% | -$41.8K | 0.36% | 70 |
|
|
2025
Q2 | $2.24M | Sell |
40,272
-1,455
| -3% | -$80.8K | 0.42% | 63 |
|
|
2025
Q1 | $2.35M | Sell |
41,727
-1,357
| -3% | -$77.1K | 0.5% | 55 |
|
|
2024
Q4 | $2.47M | Buy |
43,084
+2,264
| +6% | +$130K | 0.52% | 52 |
|
|
2024
Q3 | $2.37M | Sell |
40,820
-100
| -0.2% | -$5.76K | 0.51% | 52 |
|
|
2024
Q2 | $2.33M | Buy |
40,920
+900
| +2% | +$51.2K | 0.53% | 46 |
|
|
2024
Q1 | $2.3M | Buy |
40,020
+350
| +0.9% | +$20.2K | 0.55% | 43 |
|
|
2023
Q4 | $2.3M | Buy |
39,670
+2,148
| +6% | +$120K | 0.59% | 43 |
|
|
2023
Q3 | $2.06M | Buy |
37,522
+2,220
| +6% | +$125K | 0.59% | 45 |
|
|
2023
Q2 | $2.01M | Buy |
35,302
+6,300
| +22% | +$359K | 0.57% | 44 |
|
|
2023
Q1 | $1.67M | Buy |
29,002
+4,700
| +19% | +$267K | 0.49% | 53 |
|
|
2022
Q4 | $29.5K | Buy |
24,302
+8,650
| +55% | +$480K | 0.07% | 148 |
|
|
2022
Q3 | $848 | Buy |
15,652
+8,100
| +107% | +$459K | ﹤0.01% | 272 |
|
|
2022
Q2 | $426 | Sell |
7,552
-16,522
| -69% | -$933K | ﹤0.01% | 289 |
|
|
2022
Q1 | $1.4K | Sell |
24,074
-1,275
| -5% | -$76.7K | ﹤0.01% | 257 |
|
|
2021
Q4 | $1.58K | Buy |
25,349
+7,200
| +40% | +$447K | ﹤0.01% | 242 |
|
|
2021
Q3 | $1.13K | Buy |
18,149
+10,240
| +129% | +$642K | ﹤0.01% | 249 |
|
|
2021
Q2 | $495 | Buy |
7,909
+5,181
| +190% | +$324K | ﹤0.01% | 267 |
|
|
2021
Q1 | $169 | Buy |
2,728
+500
| +22% | +$31.3K | ﹤0.01% | 301 |
|
|
2020
Q4 | $139 | Sell |
2,228
-400
| -15% | -$25K | ﹤0.01% | 268 |
|
|
2020
Q3 | $163 | Hold |
2,628
| – | – | ﹤0.01% | 268 |
|
|
2020
Q2 | $163 | Hold |
2,628
| – | – | ﹤0.01% | 245 |
|
|
2020
Q1 | $159 | Buy |
+2,628
| New | +$161K | ﹤0.01% | 248 |
|
|
2019
Q2 | $159 | Buy |
+2,628
| New | +$158K | ﹤0.01% | 207 |
|
|
2018
Q4 | $154K | Hold |
2,628
| – | – | 0.06% | 175 |
|
|
2018
Q3 | $152K | Hold |
2,628
| – | – | 0.05% | 168 |
|
|
2018
Q2 | $154K | Sell |
2,628
-340
| -11% | -$19.8K | 0.05% | 182 |
|
|
2018
Q1 | $173K | Sell |
2,968
-1,628
| -35% | -$95.2K | 0.1% | 164 |
|
|
2017
Q4 | $272K | Hold |
4,596
| – | – | 0.15% | 133 |
|
|
2017
Q3 | $272K | Hold |
4,596
| – | – | 0.16% | 119 |
|
|
2017
Q2 | $270K | Buy |
4,596
+1,108
| +32% | +$65.1K | 0.18% | 112 |
|
|
2017
Q1 | $203K | Hold |
3,488
| – | – | 0.1% | 124 |
|
|
2016
Q4 | $202K | Buy |
+3,488
| New | +$204K | 0.14% | 94 |
|
Other funds holding CMF
FWI
SC
B
EWA
