Cherry Tree Wealth Management, LLC Ishares California Muni Bond E Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,311 shares of CMF stock, worth $350,891. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,311
Previous 6,669 5.37%
Holding current value
$350,891
Previous $375 Million 6.28%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$54.52 - $56.7 $19,518 - $20,298
-358 Reduced 5.37%
6,311 $352 Million
Q2 2023

Aug 09, 2023
BUY
$56.03 - $57.9 $373,664 - $386,135
6,669 New
6,669 $380 Million

Others Institutions Holding CMF

# of Institutions
336
Shares Held
48.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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