Sequoia Financial Advisors’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
2025 Q2	$506K	Hold	9,080	–	–	﹤0.01%	978
2025 Q1	$511K	Buy	9,080 +7	+0.1%	+$394	﹤0.01%	840
2024 Q4	$520K	Buy	+9,073	New	+$520K	0.01%	785