Gould Asset 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	$2.43M	Sell	42,780 -2,535	-6%	-$146K	0.42%	30
2025 Q4	$2.6M	Buy	45,315 +1,845	+4%	+$106K	0.46%	26
2025 Q3	$2.48M	Buy	43,470 +615	+1%	+$34.4K	0.46%	26
2025 Q2	$2.39M	Sell	42,855 -6,060	-12%	-$336K	0.47%	28
2025 Q1	$2.75M	Buy	48,915 +1,550	+3%	+$88.1K	0.57%	25
2024 Q4	$2.71M	Buy	47,365 +4,910	+12%	+$282K	0.57%	26
2024 Q3	$2.47M	Buy	42,455 +6,505	+18%	+$375K	0.53%	27
2024 Q2	$2.04M	Buy	35,950 +4,430	+14%	+$252K	0.47%	29
2024 Q1	$1.81M	Buy	31,520 +4,345	+16%	+$251K	0.44%	33
2023 Q4	$1.57M	Buy	27,175 +7,060	+35%	+$394K	0.41%	33
2023 Q3	$1.1M	Sell	20,115 -140	-0.7%	-$7.88K	0.31%	36
2023 Q2	$1.15M	Sell	20,255 -755	-4%	-$43K	0.32%	36
2023 Q1	$1.21M	Sell	21,010 -7,460	-26%	-$424K	0.34%	35
2022 Q4	$1.6M	Buy	28,470 +14,835	+109%	+$823K	0.48%	31
2022 Q3	$739K	Buy	13,635 +2,125	+18%	+$120K	0.25%	45
2022 Q2	$650K	Buy	11,510 +4,165	+57%	+$235K	0.21%	56
2022 Q1	$427K	Buy	7,345 +1,830	+33%	+$110K	0.12%	84
2021 Q4	$344K	Buy	5,515 +1,145	+26%	+$71.1K	0.1%	103
2021 Q3	$271K	Sell	4,370 -265	-6%	-$16.6K	0.08%	111
2021 Q2	$290K	Buy	4,635 +1,210	+35%	+$75.7K	0.08%	119
2021 Q1	$213K	Buy	+3,425	New	+$214K	0.07%	139