Blue Chip 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
2023 Q4	–	Sell	-4,388	Closed	-$241K	–	180
2023 Q3	$241K	Sell	4,388 -141	-3%	-$7.73K	0.03%	127
2023 Q2	$258K	Sell	4,529 -276	-6%	-$15.7K	0.03%	127
2023 Q1	$276K	Buy	4,805 +18	+0.4%	+$1.03K	0.03%	120
2022 Q4	$269K	Buy	+4,787	New	+$269K	0.03%	121