RWA Wealth Partners’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	$17.8M	Buy	312,546 +49	+0%	+$2.83K	0.19%	74
2025 Q4	$18M	Sell	312,497 -2,898	-0.9%	-$166K	0.2%	74
2025 Q3	$18M	Sell	315,395 -28,683	-8%	-$1.6M	0.2%	72
2025 Q2	$19.2M	Sell	344,078 -6,609	-2%	-$367K	0.24%	63
2025 Q1	$19.7M	Sell	350,687 -15,224	-4%	-$865K	0.25%	64
2024 Q4	$21M	Buy	365,911 +4,860	+1%	+$279K	0.26%	58
2024 Q3	$21M	Buy	361,051 +29,151	+9%	+$1.68M	0.26%	59
2024 Q2	$18.9M	Sell	331,900 -1,837	-0.6%	-$105K	0.25%	65
2024 Q1	$19.2M	Buy	333,737 +1,439	+0.4%	+$83K	0.26%	66
2023 Q4	$19.3M	Sell	332,298 -1,678	-0.5%	-$93.6K	0.27%	60
2023 Q3	$18.3M	Sell	333,976 -1,664	-0.5%	-$93.6K	0.4%	23
2023 Q2	$19.1M	Buy	335,640 +110	+0%	+$6.27K	0.42%	22
2023 Q1	$19.3M	Buy	335,530 +3,029	+0.9%	+$172K	0.46%	20
2022 Q4	$19M	Buy	332,501 +250,004	+303%	+$13.9M	0.47%	21
2022 Q3	$4.47M	Buy	82,497 +632	+0.8%	+$35.8K	0.32%	69
2022 Q2	$4.62M	Buy	+81,865	New	+$4.62M	0.31%	69