WOSD
WFA of San Diego’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 | $25.9K | Buy |
+465
| New | +$25.9K | 0.02% | 251 |
|
|
2023
Q1 | – | Sell |
-163
| Closed | -$9.15K | – | 121 |
|
|
2022
Q4 | $9.15K | Buy |
+163
| New | +$9.15K | 0.01% | 363 |
|
|
2022
Q3 | – | Sell |
-167
| Closed | -$9K | – | 135 |
|
|
2022
Q2 | $9K | Buy |
+167
| New | +$9K | 0.01% | 276 |
|