A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 11,058 shares of CMF stock, worth $629,753. This represents 0.33% of its overall portfolio holdings.

Number of Shares
11,058
Previous 8,698 27.13%
Holding current value
$629,753
Previous $495 Million 29.88%
% of portfolio
0.33%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$56.65 - $58.17 $133,694 - $137,281
2,360 Added 27.13%
11,058 $643 Million
Q2 2024

Jul 11, 2024

BUY
$56.38 - $57.26 $151,098 - $153,456
2,680 Added 44.53%
8,698 $495 Million
Q1 2024

Apr 18, 2024

BUY
$57.33 - $58.04 $14,389 - $14,568
251 Added 4.35%
6,018 $346 Million
Q4 2023

Jan 10, 2024

BUY
$53.93 - $58.09 $311,014 - $335,005
5,767 New
5,767 $334 Million
Q1 2023

May 08, 2023

BUY
$55.81 - $57.67 $213,082 - $220,184
3,818 New
3,818 $219 Million

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.