Garde Capital’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	$6.72M	Buy	+118,101	New	+$6.81M	0.4%	38
2025 Q4	–	Sell	-119,008	Closed	-$6.79M	–	219
2025 Q3	$6.79M	Hold	119,008	–	–	0.34%	49
2025 Q2	$6.63M	Sell	119,008 -3,331	-3%	-$185K	0.36%	49
2025 Q1	$6.89M	Buy	+122,339	New	+$6.95M	0.39%	43
2020 Q3	–	Sell	-26,910	Closed	-$1.67M	–	174
2020 Q2	$1.67M	Sell	26,910 -220	-0.8%	-$13.5K	0.24%	46
2020 Q1	$1.64M	Sell	27,130 -4,246	-14%	-$260K	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%	-$70K	0.25%	47
2019 Q1	$1.57M	Sell	26,363 -30	-0.1%	-$1.76K	0.27%	45
2018 Q4	$1.54M	Hold	26,393	–	–	0.27%	50
2018 Q3	$1.51M	Sell	26,393 -345	-1%	-$20.2K	0.25%	50
2018 Q2	$1.56M	Buy	26,738 +1,092	+4%	+$63.6K	0.27%	47
2018 Q1	$1.5M	Hold	25,646	–	–	0.27%	46
2017 Q4	$1.52M	Sell	25,646 -254	-1%	-$15K	0.29%	45
2017 Q3	$1.53M	Buy	25,900 +792	+3%	+$47K	0.3%	42
2017 Q2	$1.48M	Sell	25,108 -1,076	-4%	-$63.2K	0.37%	34
2017 Q1	$1.52M	Buy	26,184 +4,620	+21%	+$267K	0.41%	32
2016 Q4	$1.25M	Buy	21,564 +5,082	+31%	+$297K	0.36%	36
2016 Q3	$967K	Sell	16,482 -3,206	-16%	-$194K	0.31%	58
2016 Q2	$1.2M	Buy	19,688 +2,614	+15%	+$158K	0.39%	34
2016 Q1	$1.02M	Buy	17,074 +592	+4%	+$35.2K	0.34%	38
2015 Q4	$974K	Hold	16,482	–	–	0.34%	40
2015 Q3	$967K	Sell	16,482 -884	-5%	-$51.4K	0.31%	58
2015 Q2	$1M	Sell	17,366 -680	-4%	-$39.6K	0.3%	66
2015 Q1	$1.07M	Buy	18,046 +126	+0.7%	+$7.45K	0.32%	65
2014 Q4	$1.05M	Hold	17,920	–	–	0.32%	61
2014 Q3	$1.05M	Buy	17,920 +428	+2%	+$24.8K	0.41%	46
2014 Q2	$1.01M	Buy	+17,492	New	+$1M	0.4%	46