Rinkey Investments’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	$14.7M	Buy	258,963 +65,282	+34%	+$3.77M	3.77%	8
2025 Q4	$11.1M	Sell	193,681 -56,199	-22%	-$3.23M	2.83%	10
2025 Q3	$14.3M	Buy	249,880 +5,622	+2%	+$315K	3.78%	7
2025 Q2	$13.6M	Buy	244,258 +156,087	+177%	+$8.67M	4.09%	6
2025 Q1	$4.96M	Sell	88,171 -92,518	-51%	-$5.26M	1.57%	16
2024 Q4	$10.3M	Sell	180,689 -16,833	-9%	-$968K	3.31%	10
2024 Q3	$11.5M	Buy	197,522 +85,326	+76%	+$4.91M	3.71%	7
2024 Q2	$6.38M	Buy	112,196 +829	+0.7%	+$47.2K	2.29%	11
2024 Q1	$6.41M	Buy	111,367 +1,585	+1%	+$91.5K	2.34%	11
2023 Q4	$6.36M	Buy	109,782 +15,918	+17%	+$888K	2.5%	11
2023 Q3	$5.15M	Buy	93,864 +5,247	+6%	+$295K	2.36%	12
2023 Q2	$5.05M	Buy	88,617 +53,937	+156%	+$3.07M	2.31%	12
2023 Q1	$1.99M	Buy	34,680 +3,440	+11%	+$196K	1.04%	20
2022 Q4	$1.75M	Buy	31,240 +8,574	+38%	+$476K	1.05%	19
2022 Q3	$1.25M	Buy	22,666 +15,600	+221%	+$883K	0.95%	17
2022 Q2	$409K	Sell	7,066 -342	-5%	-$19.3K	0.36%	26
2022 Q1	$417K	Sell	7,408 -429	-5%	-$25.8K	0.42%	24
2021 Q4	$483K	Buy	+7,837	New	+$487K	0.45%	24