Pacific Capital Wealth Advisors’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 Q2	$566K	Hold	9,828	–	–	0.09%	57
2026 Q1	$559K	Hold	9,828	–	–	0.09%	53
2025 Q4	$565K	Hold	9,828	–	–	0.1%	51
2025 Q3	$561K	Sell	9,828 -361	-4%	-$20.2K	0.1%	48
2025 Q2	$567K	Sell	10,189 -13,608	-57%	-$755K	0.1%	46
2025 Q1	$1.34M	Sell	23,797 -4,416	-16%	-$251K	0.23%	33
2024 Q4	$1.62M	Sell	28,213 -4,404	-14%	-$253K	0.27%	32
2024 Q3	$1.9M	Sell	32,617 -1,768	-5%	-$102K	0.32%	31
2024 Q2	$1.96M	Sell	34,385 -2,228	-6%	-$127K	0.36%	28
2024 Q1	$2.11M	Sell	36,613 -2,469	-6%	-$142K	0.5%	28
2023 Q4	$2.26M	Sell	39,082 -3,204	-8%	-$179K	0.57%	25
2023 Q3	$2.32M	Sell	42,286 -4,421	-9%	-$249K	0.65%	26
2023 Q2	$2.66M	Sell	46,707 -3,313	-7%	-$189K	0.67%	28
2023 Q1	$2.87M	Sell	50,020 -436	-0.9%	-$24.8K	0.74%	29
2022 Q4	$2.83M	Sell	50,456 -19,599	-28%	-$1.09M	0.73%	28
2022 Q3	$3.8M	Sell	70,055 -475	-0.7%	-$26.9K	1.03%	23
2022 Q2	$3.98M	Sell	70,530 -623	-0.9%	-$35.2K	1.1%	23
2022 Q1	$4.14M	Buy	71,153 +1,425	+2%	+$85.8K	1.18%	23
2021 Q4	$4.35M	Sell	69,728 -10	-0%	-$621	1.25%	23
2021 Q3	$4.33M	Sell	69,738 -6,060	-8%	-$380K	1.37%	22
2021 Q2	$4.75M	Buy	75,798 +1,718	+2%	+$107K	2.39%	15
2021 Q1	$4.6M	Buy	74,080 +737	+1%	+$46.1K	2.56%	14
2020 Q4	$4.61M	Buy	73,343 +1,267	+2%	+$79.1K	2.62%	14
2020 Q3	$4.5M	Buy	72,076 +378	+0.5%	+$23.7K	2.67%	13
2020 Q2	$4.46M	Sell	71,698 -5,806	-7%	-$356K	3.02%	13
2020 Q1	$4.69M	Sell	77,504 -22,830	-23%	-$1.4M	3.55%	9
2019 Q4	$6.14M	Buy	+100,334	New	+$6.14M	4.1%	7