Golden State 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 Q1	$99.8K	Sell	1,755 -4,608	-72%	-$266K	0.01%	523
2025 Q4	$366K	Hold	6,363	–	–	0.04%	296
2025 Q3	$363K	Buy	6,363 +1,044	+20%	+$58.4K	0.04%	291
2025 Q2	$296K	Sell	5,319 -1,555	-23%	-$86.3K	0.04%	304
2025 Q1	$387K	Sell	6,874 -374	-5%	-$21.3K	0.06%	246
2024 Q4	$415K	Buy	+7,248	New	+$417K	0.06%	222
2022 Q1	$493K	Buy	8,480 +4,940	+140%	+$297K	0.1%	176
2021 Q4	$221K	Buy	3,540 +118	+3%	+$7.33K	0.04%	340
2021 Q3	$212K	Buy	+3,422	New	+$214K	0.05%	285
2019 Q4	–	Sell	-827	Closed	-$51K	–	203
2019 Q3	$51K	Sell	827 -25,944	-97%	-$1.59M	0.02%	422
2019 Q2	$1.62M	Buy	26,771 +3,145	+13%	+$189K	0.51%	41
2019 Q1	$1.41M	Buy	+23,626	New	+$1.39M	0.47%	43