MYeCFO’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	$14.9M	Buy	262,542 +11,340	+5%	+$654K	6.25%	3
2025 Q4	$14.4M	Buy	251,202 +18,210	+8%	+$1.05M	6.13%	3
2025 Q3	$13.3M	Buy	232,992 +5,709	+3%	+$319K	6.05%	4
2025 Q2	$12.9M	Sell	227,283 -1,550	-0.7%	-$86.1K	6.32%	4
2025 Q1	$12.9M	Buy	228,833 +4,219	+2%	+$240K	6.82%	3
2024 Q4	$12.9M	Buy	224,614 +15,386	+7%	+$885K	6.95%	3
2024 Q3	$12.2M	Buy	209,228 +1,290	+0.6%	+$74.3K	6.6%	4
2024 Q2	$11.8M	Buy	207,938 +1,846	+0.9%	+$105K	6.82%	4
2024 Q1	$11.8M	Buy	206,092 +13,971	+7%	+$806K	6.95%	4
2023 Q4	$11.2M	Sell	192,121 -467	-0.2%	-$26.1K	7.04%	4
2023 Q3	$10.6M	Buy	192,588 +17,966	+10%	+$1.01M	7.32%	4
2023 Q2	$9.94M	Sell	174,622 -6,099	-3%	-$347K	7.23%	4
2023 Q1	$10.4M	Buy	180,721 +38,996	+28%	+$2.22M	7.78%	4
2022 Q4	$7.96M	Buy	+141,725	New	+$7.87M	6.54%	5