Global Retirement Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Global Retirement Partners’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.53M	Buy	26,672 +15,190	+132%	+$872K	0.03%	520
2025 Q3	$655K	Sell	11,482 -505	-4%	-$28.3K	0.01%	676
2025 Q2	$668K	Buy	+11,987	New	+$665K	0.02%	626
2024 Q4	$209K	Buy	3,647 +1,000	+38%	+$57.5K	0.01%	929
2024 Q3	$154K	Hold	2,647	–	–	﹤0.01%	1026
2024 Q2	$151K	Buy	2,647 +505	+24%	+$28.7K	﹤0.01%	1006
2024 Q1	$123K	Sell	2,142 -864	-29%	-$49.9K	﹤0.01%	987
2023 Q4	$174K	Buy	3,006 +16	+0.5%	+$893	0.01%	813
2023 Q3	$163K	Buy	2,990 +864	+41%	+$48.6K	0.01%	749
2023 Q2	$121K	Sell	2,126 -12,214	-85%	-$696K	0.01%	864
2023 Q1	$819K	Buy	14,340 +12,551	+702%	+$714K	0.04%	338
2022 Q4	$100K	Hold	1,789	–	–	0.01%	815
2022 Q3	$97K	Hold	1,789	–	–	0.01%	786
2022 Q2	$101K	Hold	1,789	–	–	0.01%	733
2022 Q1	$101K	Buy	+1,789	New	+$108K	0.01%	754
2021 Q4	–	Sell	-1,905	Closed	-$118K	–	505
2021 Q3	$118K	Hold	1,905	–	–	0.01%	598
2021 Q2	$119K	Hold	1,905	–	–	0.01%	586
2021 Q1	$118K	Sell	1,905 -293	-13%	-$18.3K	0.01%	525
2020 Q4	$138K	Hold	2,198	–	–	0.02%	459
2020 Q3	$137K	Hold	2,198	–	–	0.02%	426
2020 Q2	$137K	Hold	2,198	–	–	0.02%	422
2020 Q1	$133K	Sell	2,198 -227	-9%	-$13.9K	0.03%	389
2019 Q4	$148K	Hold	2,425	–	–	0.02%	426
2019 Q3	$149K	Buy	2,425 +636	+36%	+$39K	0.02%	410
2019 Q2	$108K	Buy	1,789 +241	+16%	+$14.5K	0.02%	436
2019 Q1	$92K	Hold	1,548	–	–	0.02%	409
2018 Q4	$90K	Hold	1,548	–	–	0.02%	398
2018 Q3	$90K	Sell	1,548 -566	-27%	-$33.1K	0.02%	417
2018 Q2	$124K	Sell	2,114 -680	-24%	-$39.6K	0.03%	354
2018 Q1	$163K	Hold	2,794	–	–	0.04%	310
2017 Q4	$165K	Hold	2,794	–	–	0.05%	282
2017 Q3	$166K	Hold	2,794	–	–	0.07%	250
2017 Q2	$164K	Hold	2,794	–	–	0.08%	227
2017 Q1	$162K	Hold	2,794	–	–	0.09%	209
2016 Q4	$161K	Buy	+2,794	New	+$163K	0.11%	180