Cassady Schiller Wealth Management’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
2024 Q3	–	Sell	-4,199	Closed	-$239K	–	469
2024 Q2	$239K	Hold	4,199	–	–	0.1%	107
2024 Q1	$242K	Buy	4,199 +519	+14%	+$29.9K	0.11%	105
2023 Q4	$213K	Hold	3,680	–	–	0.11%	102
2023 Q3	$202K	Buy	+3,680	New	+$202K	0.11%	99