Wise Wealth Partners’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
$323K Buy
5,796
+428
+8% +$23.9K 0.54% 44
2025
Q1
$302K Buy
5,368
+26
+0.5% +$1.46K 0.72% 36
2024
Q4
$306K Buy
+5,342
New +$306K 0.75% 32