Values Added Financial’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	$712K	Buy	+12,770	New	+$712K	0.35%	57
2023 Q4	–	Sell	-20,420	Closed	-$1.12M	–	84
2023 Q3	$1.12M	Buy	+20,420	New	+$1.12M	1.02%	25