Litman Gregory 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
2022 Q1	–	Sell	-7,727	Closed	-$482K	–	57
2021 Q4	$482K	Sell	7,727 -1,977	-20%	-$123K	0.08%	57
2021 Q3	$602K	Buy	9,704 +9,099	+1,504%	+$570K	0.11%	49
2021 Q2	$605	Sell	605 -8,741	-94%	-$547K	0.11%	48
2021 Q1	$581K	Sell	9,346 -341	-4%	-$21.3K	0.11%	46
2020 Q4	$609K	Buy	9,687 +918	+10%	+$57.3K	0.11%	45
2020 Q3	$547K	Sell	8,769 -560	-6%	-$35K	0.11%	45
2020 Q2	$580K	Buy	9,329 +482	+5%	+$29.5K	0.13%	45
2020 Q1	$535K	Sell	8,847 -8,465	-49%	-$518K	0.13%	39
2019 Q4	$1.06M	Buy	17,312 +1,973	+13%	+$121K	0.24%	32
2019 Q3	$940K	Buy	15,339 +970	+7%	+$59.4K	0.23%	32
2019 Q2	$871K	Buy	14,369 +3,025	+27%	+$181K	0.23%	33
2019 Q1	$676K	Buy	11,344 +509	+5%	+$29.9K	0.18%	35
2018 Q4	$633K	Buy	10,835 +1,412	+15%	+$81.3K	0.19%	36
2018 Q3	$546K	Hold	9,423	–	–	0.18%	35
2018 Q2	$552K	Buy	9,423 +4,449	+89%	+$259K	0.22%	28
2018 Q1	$290K	Hold	4,974	–	–	0.12%	30
2017 Q4	$294	Hold	4,974	–	–	0.09%	27
2017 Q3	$295K	Hold	4,974	–	–	0.14%	26
2017 Q2	$293K	Hold	4,974	–	–	0.17%	22
2017 Q1	$289K	Hold	4,974	–	–	0.18%	24
2016 Q4	$287K	Hold	4,974	–	–	0.19%	21
2016 Q3	$300K	Hold	4,974	–	–	0.22%	20
2016 Q2	$304K	Hold	4,974	–	–	0.24%	19
2016 Q1	$297K	Hold	4,974	–	–	0.23%	20
2015 Q4	$294K	Buy	+4,974	New	+$292K	0.21%	21