Merit Financial Group’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	$2.2M	Buy	+39,443	New	+$2.2M	0.02%	488
2023 Q1	–	Sell	-8,390	Closed	-$471K	–	651
2022 Q4	$471K	Hold	8,390	–	–	0.02%	434
2022 Q3	$455K	Sell	8,390 -1,144	-12%	-$62K	0.02%	369
2022 Q2	$538K	Buy	+9,534	New	+$538K	0.02%	340