Instrumental Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$717K	Buy	12,936 +330	+3%	+$18.3K	0.57%	21
2025 Q1	$698K	Buy	12,606 +1,091	+9%	+$60.4K	0.63%	20
2024 Q4	$658K	Buy	11,515 +561	+5%	+$32K	0.62%	19
2024 Q3	$630K	Buy	+10,954	New	+$630K	0.61%	19