Williams & Novak’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 | $967K | Sell |
17,345
-25,020
| -59% | -$1.39M | 0.82% | 36 |
|
|
2025
Q1 | $2.38M | Sell |
42,365
-3,245
| -7% | -$183K | 2.33% | 7 |
|
|
2024
Q4 | $2.61M | Sell |
45,610
-4,305
| -9% | -$247K | 2.52% | 7 |
|
|
2024
Q3 | $2.9M | Sell |
49,915
-2,125
| -4% | -$123K | 2.71% | 7 |
|
|
2024
Q2 | $2.96M | Buy |
52,040
+7,540
| +17% | +$429K | 2.76% | 6 |
|
|
2024
Q1 | $2.58M | Hold |
44,500
| – | – | 2.93% | 5 |
|
|
2023
Q4 | $2.58M | Buy |
+44,500
| New | +$2.58M | 2.93% | 5 |
|