SimpliFi Inc’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	$1.87M	Buy	32,842 +1,149	+4%	+$66.3K	0.78%	14
2025 Q4	$1.82M	Buy	31,693 +5,658	+22%	+$325K	0.77%	14
2025 Q3	$1.49M	Buy	26,035 +199	+0.8%	+$11.1K	0.64%	17
2025 Q2	$1.44M	Buy	25,836 +1,168	+5%	+$64.8K	0.63%	17
2025 Q1	$1.39M	Buy	24,668 +468	+2%	+$26.6K	0.64%	16
2024 Q4	$1.39M	Sell	24,200 -597	-2%	-$34.3K	0.63%	17
2024 Q3	$1.44M	Buy	24,797 +169	+0.7%	+$9.73K	0.64%	17
2024 Q2	$1.4M	Buy	24,628 +389	+2%	+$22.1K	0.65%	17
2024 Q1	$1.39M	Sell	24,239 -2,592	-10%	-$150K	0.64%	17
2023 Q4	$1.47M	Hold	26,831	–	–	0.72%	15
2023 Q3	$1.47M	Buy	26,831 +156	+0.6%	+$8.78K	0.73%	15
2023 Q2	$1.52M	Buy	26,675 +10,263	+63%	+$585K	0.72%	16
2023 Q1	$942K	Buy	+16,412	New	+$934K	0.46%	20