Monterey Private 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
2022 Q1	–	Sell	-16,627	Closed	-$1.04M	–	126
2021 Q4	$1.04M	Buy	+16,627	New	+$1.04M	0.51%	35