Creative Capital Management Investments’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	$1.45M	Buy	25,547 +674	+3%	+$38.9K	0.42%	16
2025 Q4	$1.43M	Buy	24,873 +607	+3%	+$34.8K	0.43%	15
2025 Q3	$1.38M	Sell	24,266 -8,264	-25%	-$462K	0.44%	15
2025 Q2	$1.81M	Sell	32,530 -18,032	-36%	-$1M	0.65%	13
2025 Q1	$2.85M	Sell	50,562 -5,039	-9%	-$286K	1.1%	10
2024 Q4	$3.18M	Buy	55,601 +60	+0.1%	+$3.45K	1.33%	9
2024 Q3	$3.23M	Buy	55,541 +451	+0.8%	+$26K	1.35%	9
2024 Q2	$3.13M	Buy	55,090 +1,520	+3%	+$86.5K	1.52%	9
2024 Q1	$3.08M	Buy	53,570 +1,055	+2%	+$60.9K	1.59%	9
2023 Q4	$3.04M	Sell	52,515 -17,665	-25%	-$986K	1.76%	9
2023 Q3	$3.85M	Buy	70,180 +572	+0.8%	+$32.2K	2.64%	9
2023 Q2	$3.96M	Sell	69,608 -506	-0.7%	-$28.8K	2.86%	9
2023 Q1	$4.03M	Buy	70,114 +175	+0.3%	+$9.96K	2.94%	9
2022 Q4	$3.92M	Buy	+69,939	New	+$3.88M	3.43%	9