Elmwood Wealth Management’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 Q2	$4.77M	Buy	82,736 +4,820	+6%	+$276K	1.19%	28
2026 Q1	$4.43M	Buy	77,916 +9,876	+15%	+$570K	1.23%	27
2025 Q4	$3.91M	Buy	68,040 +2,445	+4%	+$140K	1.23%	28
2025 Q3	$3.74M	Sell	65,595 -580	-0.9%	-$32.4K	1.33%	24
2025 Q2	$3.69M	Buy	66,175 +1,010	+2%	+$56.1K	1.46%	20
2025 Q1	$3.67M	Sell	65,165 -25	-0%	-$1.42K	1.5%	17
2024 Q4	$3.73M	Buy	65,190 +1,027	+2%	+$59.1K	1.51%	16
2024 Q3	$3.73M	Buy	64,163 +2,353	+4%	+$136K	1.54%	14
2024 Q2	$3.52M	Sell	61,810 -1,080	-2%	-$61.5K	1.57%	16
2024 Q1	$3.62M	Buy	62,890 +10,268	+20%	+$592K	1.55%	13
2023 Q4	$3.05M	Buy	52,622 +3,140	+6%	+$175K	2.14%	11
2023 Q3	$2.71M	Buy	+49,482	New	+$2.78M	1.31%	20
2022 Q1	–	Sell	-337	Closed	-$21K	–	142
2021 Q4	$21K	Buy	+337	New	+$20.9K	0.01%	244
2021 Q2	$21K	Hold	337	–	–	0.01%	216
2021 Q1	$21K	Buy	+337	New	+$21.1K	0.01%	208
2020 Q3	$21K	Hold	337	–	–	0.02%	157
2020 Q2	$21K	Sell	337 -167	-33%	-$10.2K	0.02%	157
2020 Q1	$29.4K	Buy	+504	New	+$30.9K	0.03%	145
2019 Q4	–	Sell	-349	Closed	-$21K	–	113
2019 Q3	$21K	Hold	349	–	–	0.02%	141
2019 Q2	$21K	Sell	349 -65	-16%	-$3.9K	0.02%	157
2019 Q1	$25K	Hold	414	–	–	0.02%	142
2018 Q4	$24K	Sell	414 -31	-7%	-$1.78K	0.02%	148
2018 Q3	$25.8K	Sell	445 -18	-4%	-$1.05K	0.02%	160
2018 Q2	$27.1K	Sell	463 -41	-8%	-$2.39K	0.02%	153
2018 Q1	$29.4K	Buy	+504	New	+$29.5K	0.03%	145

Other funds holding CMF