HB 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	$255K	Hold	4,491	–	–	﹤0.01%	1314
2025 Q4	$258K	Hold	4,491	–	–	﹤0.01%	1215
2025 Q3	$256K	Hold	4,491	–	–	﹤0.01%	1145
2025 Q2	$250K	Hold	4,491	–	–	﹤0.01%	1016
2025 Q1	$253K	Hold	4,491	–	–	﹤0.01%	1037
2024 Q4	$257K	Buy	4,491 +876	+24%	+$50.4K	﹤0.01%	873
2024 Q3	$210K	Hold	3,615	–	–	﹤0.01%	874
2024 Q2	$206K	Hold	3,615	–	–	﹤0.01%	842
2024 Q1	$208K	Hold	3,615	–	–	﹤0.01%	788
2023 Q4	$209K	Sell	3,615 -3,469	-49%	-$194K	﹤0.01%	730
2023 Q3	$388K	Hold	7,084	–	–	0.01%	502
2023 Q2	$403K	Hold	7,084	–	–	0.01%	470
2023 Q1	$407K	Hold	7,084	–	–	0.01%	464
2022 Q4	$397K	Hold	7,084	–	–	0.01%	448
2022 Q3	$384K	Hold	7,084	–	–	0.01%	389
2022 Q2	$400K	Hold	7,084	–	–	0.01%	382
2022 Q1	$412K	Buy	+7,084	New	+$426K	0.01%	379