Founders Financial Alliance’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	$59K	Buy	+1,037	New	+$59.8K	0.01%	499
2025 Q4	–	Sell	-1,022	Closed	-$58.3K	–	625
2025 Q3	$58.3K	Buy	+1,022	New	+$57.2K	0.01%	485
2025 Q2	–	Sell	-1,006	Closed	-$56.6K	–	554
2025 Q1	$56.6K	Buy	1,006 +5	+0.5%	+$284	0.01%	432
2024 Q4	$57.4K	Buy	1,001 +9	+0.9%	+$518	0.02%	372
2024 Q3	$57.6K	Hold	992	–	–	0.02%	381
2024 Q2	$56.4K	Hold	992	–	–	0.02%	366
2024 Q1	$57.1K	Hold	992	–	–	0.02%	370
2023 Q4	$57.5K	Hold	992	–	–	0.02%	330
2023 Q3	$54.4K	Hold	992	–	–	0.02%	314
2023 Q2	$56.5K	Hold	992	–	–	0.02%	335
2023 Q1	$56.9K	Hold	992	–	–	0.03%	293
2022 Q4	$55.7K	Hold	992	–	–	0.03%	312
2022 Q3	$54K	Hold	992	–	–	0.03%	308
2022 Q2	$56K	Hold	992	–	–	0.03%	321
2022 Q1	$58K	Hold	992	–	–	0.03%	311
2021 Q4	$62K	Hold	992	–	–	0.02%	341
2021 Q3	$62K	Hold	992	–	–	0.03%	312
2021 Q2	$62K	Hold	992	–	–	0.03%	329
2021 Q1	$62K	Hold	992	–	–	0.03%	314
2020 Q4	$62K	Hold	992	–	–	0.04%	279
2020 Q3	$62K	Buy	+992	New	+$62.1K	0.04%	336