Garde Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.63M	Sell	119,008 -3,331	-3%	-$186K	0.35%	47
2025 Q1	$6.89M	Buy	+122,339	New	+$6.89M	0.39%	43
2020 Q3	–	Sell	-26,910	Closed	-$1.67M	–	174
2020 Q2	$1.67M	Sell	26,910 -220	-0.8%	-$13.7K	0.24%	46
2020 Q1	$1.64M	Sell	27,130 -4,246	-14%	-$257K	0.29%	43
2019 Q4	$1.92M	Buy	31,376 +6,728	+27%	+$412K	0.28%	43
2019 Q3	$1.51M	Sell	24,648 -549	-2%	-$33.6K	0.24%	49
2019 Q2	$1.53M	Sell	25,197 -1,166	-4%	-$70.7K	0.25%	47
2019 Q1	$1.57M	Sell	26,363 -30	-0.1%	-$1.79K	0.27%	45
2018 Q4	$1.54M	Hold	26,393	–	–	0.27%	50
2018 Q3	$1.51M	Sell	26,393 -345	-1%	-$19.8K	0.25%	50
2018 Q2	$1.57M	Buy	26,738 +1,092	+4%	+$63.9K	0.27%	47
2018 Q1	$1.5M	Hold	25,646	–	–	0.27%	46
2017 Q4	$1.52M	Buy	25,646 +12,696	+98%	+$751K	0.29%	45
2017 Q3	$1.54M	Buy	12,950 +396	+3%	+$46.9K	0.3%	42
2017 Q2	$1.48M	Sell	12,554 -538	-4%	-$63.3K	0.37%	34
2017 Q1	$1.52M	Buy	13,092 +2,310	+21%	+$269K	0.41%	32
2016 Q4	$1.25M	Buy	10,782 +2,541	+31%	+$293K	0.36%	36
2016 Q3	$967K	Sell	8,241 -1,603	-16%	-$188K	0.31%	58
2016 Q2	$1.2M	Buy	9,844 +1,307	+15%	+$159K	0.39%	34
2016 Q1	$1.02M	Buy	8,537 +296	+4%	+$35.3K	0.34%	38
2015 Q4	$974K	Hold	8,241	–	–	0.34%	40
2015 Q3	$967K	Sell	8,241 -442	-5%	-$51.9K	0.31%	58
2015 Q2	$1M	Sell	8,683 -340	-4%	-$39.3K	0.3%	66
2015 Q1	$1.07M	Buy	9,023 +63	+0.7%	+$7.45K	0.32%	65
2014 Q4	$1.06M	Hold	8,960	–	–	0.32%	61
2014 Q3	$1.05M	Buy	8,960 +214	+2%	+$25K	0.41%	46
2014 Q2	$1.01M	Buy	+8,746	New	+$1.01M	0.4%	46