Atria Wealth Solutions’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 Q2	$220K	Sell	3,950 -2,326	-37%	-$129K	0.01%	1337
2025 Q1	$353K	Sell	6,276 -5,745	-48%	-$327K	﹤0.01%	1384
2024 Q4	$689K	Buy	12,021 +468	+4%	+$26.9K	0.01%	1087
2024 Q3	$671K	Buy	11,553 +6,304	+120%	+$363K	0.01%	1092
2024 Q2	$299K	Buy	5,249 +36	+0.7%	+$2.05K	﹤0.01%	1505
2024 Q1	$300K	Buy	5,213 +23	+0.4%	+$1.33K	﹤0.01%	1556
2023 Q4	$301K	Buy	+5,190	New	+$290K	﹤0.01%	1500
2023 Q2	–	Sell	-65,765	Closed	-$3.78M	–	1886
2023 Q1	$3.78M	Buy	65,765 +5,095	+8%	+$290K	0.06%	341
2022 Q4	$3.4M	Buy	60,670 +893	+1%	+$49.6K	0.05%	348
2022 Q3	$3.24M	Buy	+59,777	New	+$3.38M	0.06%	330