Life Planning Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Life Planning Partners’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$476K	Hold
2025 Q2	$465K	Hold
2025 Q1	$469K	Hold
2024 Q4	$478K	Buy
2024 Q3	$432K	Buy
2024 Q2	$373K	Hold
2024 Q1	$378K	Hold
2023 Q4	$380K	Buy
2022 Q3	$601K	Buy