Avantax Planning Partners’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
2026 Q1	$582K	Sell	10,244 -23	-0.2%	-$1.33K	0.02%	259
2025 Q4	$590K	Sell	10,267 -211	-2%	-$12.1K	0.02%	245
2025 Q3	$598K	Buy	10,478 +212	+2%	+$11.9K	0.02%	243
2025 Q2	$572K	Sell	10,266 -1,255	-11%	-$69.7K	0.02%	250
2025 Q1	$648K	Sell	11,521 -95	-0.8%	-$5.4K	0.02%	220
2024 Q4	$665K	Sell	11,616 -580	-5%	-$33.4K	0.02%	215
2024 Q3	$709K	Hold	12,196	–	–	0.03%	204
2024 Q2	$694K	Hold	12,196	–	–	0.02%	238
2024 Q1	$702K	Hold	12,196	–	–	0.02%	248
2023 Q4	$707K	Buy	12,196 +8,300	+213%	+$463K	0.03%	203
2023 Q3	$214K	Hold	3,896	–	–	0.01%	338
2023 Q2	$222K	Hold	3,896	–	–	0.01%	338
2023 Q1	$224K	Hold	3,896	–	–	0.01%	339
2022 Q4	$219K	Buy	+3,896	New	+$216K	0.01%	345