Davidson Investment Advisors’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	$1.32M	Sell	23,168 -269	-1%	-$15.5K	0.06%	89
2025 Q4	$1.35M	Sell	23,437 -216	-0.9%	-$12.4K	0.06%	90
2025 Q3	$1.35M	Buy	23,653 +2,068	+10%	+$116K	0.06%	89
2025 Q2	$1.2M	Buy	21,585 +6,557	+44%	+$364K	0.05%	88
2025 Q1	$846K	Buy	15,028 +3,359	+29%	+$191K	0.04%	90
2024 Q4	$668K	Buy	11,669 +569	+5%	+$32.7K	0.03%	93
2024 Q3	$645K	Sell	11,100 -437	-4%	-$25.2K	0.03%	90
2024 Q2	$656K	Buy	11,537 +3,650	+46%	+$208K	0.03%	90
2024 Q1	$454K	Buy	7,887 +2,325	+42%	+$134K	0.02%	98
2023 Q4	$322K	Sell	5,562 -685	-11%	-$38.2K	0.02%	103
2023 Q3	$343K	Buy	6,247 +429	+7%	+$24.1K	0.02%	106
2023 Q2	$331K	Buy	5,818 +880	+18%	+$50.1K	0.02%	99
2023 Q1	$284K	Buy	+4,938	New	+$281K	0.02%	107