Strategic Financial Services’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	–	Sell	-13,394	Closed	-$754K	–	140
2025 Q1	$754K	Buy	13,394 +6,550	+96%	+$369K	0.04%	71
2024 Q4	$392K	Hold	6,844	–	–	0.02%	102
2024 Q3	$398K	Buy	+6,844	New	+$398K	0.02%	100