Hamilton Wealth’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	$255K	Sell	4,482 -4,185	-48%	-$241K	0.05%	96
2025 Q4	$498K	Sell	8,667 -4	-0%	-$230	0.09%	75
2025 Q3	$495K	Sell	8,671 -21,741	-71%	-$1.22M	0.1%	68
2025 Q2	$1.7M	Buy	30,412 +1,171	+4%	+$65K	0.38%	44
2025 Q1	$1.65M	Buy	29,241 +5,933	+25%	+$337K	0.4%	39
2024 Q4	$1.34M	Sell	23,308 -28,162	-55%	-$1.62M	0.32%	41
2024 Q3	$2.99M	Sell	51,470 -79,326	-61%	-$4.57M	0.73%	35
2024 Q2	$7.44M	Buy	130,796 +101,621	+348%	+$5.78M	2%	16
2024 Q1	$1.68M	Buy	29,175 +18,433	+172%	+$1.06M	0.52%	41
2023 Q4	$622K	Buy	10,742 +6,713	+167%	+$375K	0.2%	53
2023 Q3	$221K	Buy	4,029 +496	+14%	+$27.9K	0.08%	85
2023 Q2	$201K	Buy	3,533 +19	+0.5%	+$1.08K	0.07%	90
2023 Q1	$202K	Buy	+3,514	New	+$200K	0.07%	88