Journey Strategic 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	$2.51M	Buy	44,231 +2,388	+6%	+$138K	0.06%	86
2025 Q4	$2.4M	Buy	41,843 +2,625	+7%	+$151K	0.06%	87
2025 Q3	$2.24M	Buy	39,218 +1,428	+4%	+$79.9K	0.06%	87
2025 Q2	$2.11M	Buy	37,790 +20,284	+116%	+$1.13M	0.07%	84
2025 Q1	$985K	Sell	17,506 -479	-3%	-$27.2K	0.03%	137
2024 Q4	$1.03M	Sell	17,985 -201	-1%	-$11.6K	0.04%	125
2024 Q3	$1.06M	Sell	18,186 -333	-2%	-$19.2K	0.04%	121
2024 Q2	$1.05M	Buy	18,519 +1,586	+9%	+$90.2K	0.04%	86
2024 Q1	$974K	Buy	16,933 +2,990	+21%	+$173K	0.04%	79
2023 Q4	$808K	Sell	13,943 -21,357	-61%	-$1.19M	0.04%	75
2023 Q3	$1.94M	Buy	35,300 +8,891	+34%	+$500K	0.09%	37
2023 Q2	$1.5M	Sell	26,409 -1,191	-4%	-$67.9K	0.07%	43
2023 Q1	$1.58M	Sell	27,600 -4,523	-14%	-$257K	0.17%	39
2022 Q4	$1.8M	Buy	+32,123	New	+$1.78M	0.21%	31