Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07M | Sell |
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|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.78M | Sell |
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|
2024
Q3 | $3.89M | Sell |
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|
2024
Q2 | $3.91M | Sell |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.99M | Sell |
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|
2022
Q4 | $4.22M | Buy |
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|
2022
Q3 | $964K | Hold |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.31M | Hold |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.4M | Hold |
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|
2020
Q4 | $1.42M | Hold |
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|
2020
Q3 | $1.41M | Hold |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $662K | Hold |
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|
2019
Q4 | $670K | Hold |
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|
2019
Q3 | $670K | Hold |
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|
2019
Q2 | $663K | Hold |
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|
2019
Q1 | $652K | Hold |
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|
2018
Q4 | $639K | Hold |
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|
2018
Q3 | $634K | Hold |
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|
2018
Q2 | $640K | Hold |
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|
2018
Q1 | $638K | Hold |
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|
2017
Q4 | $647K | Hold |
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|
2017
Q3 | $648K | Hold |
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|
2017
Q2 | $644K | Hold |
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|
2017
Q1 | $636K | Hold |
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|
2016
Q4 | $632K | Hold |
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|
2016
Q3 | $660K | Hold |
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|
2016
Q2 | $668K | Hold |
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|
2016
Q1 | $653K | Sell |
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|
2015
Q4 | $667K | Hold |
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|
2015
Q3 | $663K | Hold |
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|
2015
Q2 | $653K | Hold |
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|
2015
Q1 | $668K | Hold |
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|
2014
Q4 | $665K | Hold |
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|
2014
Q3 | $659K | Hold |
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|
2014
Q2 | $655K | Hold |
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|
2014
Q1 | $639K | Hold |
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|
2013
Q4 | $615K | Sell |
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|
2013
Q3 | $1.1M | Hold |
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|
2013
Q2 | $1.09M | Buy |
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