Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares California Muni Bond E Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$4.37 Billion
Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 24,295 shares of CMF stock, worth $1.34 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,295

Previous 33,986 28.51%

Holding current value

$1.34 Million

Previous $1.91 Million 29.18%

% of portfolio

0.03%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$54.52 - $56.7 $528,353 - $549,479	-9,691 Reduced 28.51%	24,295 $1.35 Million
Q1 2025 May 08, 2025	BUY	$55.93 - $57.47 $475,964 - $489,069	8,510 Added 33.4%	33,986 $1.91 Million
Q4 2024 Jan 21, 2025	BUY	$56.66 - $58.1 $69,521 - $71,288	1,227 Added 5.06%	25,476 $1.46 Million
Q3 2024 Oct 31, 2024	BUY	$56.65 - $58.17 $37,672 - $38,683	665 Added 2.82%	24,249 $1.41 Million
Q2 2024 Aug 09, 2024	SELL	$56.38 - $57.26 $161,528 - $164,049	-2,865 Reduced 10.83%	23,584 $1.34 Million
Q1 2024 May 06, 2024	SELL	$57.33 - $58.04 $184,659 - $186,946	-3,221 Reduced 10.86%	26,449 $1.52 Million
Q4 2023 Feb 06, 2024	BUY	$53.93 - $58.09 $228,771 - $246,417	4,242 Added 16.68%	29,670 $1.72 Million
Q3 2023 Nov 02, 2023	SELL	$54.65 - $57.2 $301,558 - $315,629	-5,518 Reduced 17.83%	25,428 $1.39 Million
Q2 2023 Aug 11, 2023	SELL	$56.03 - $57.9 $72,726 - $75,154	-1,298 Reduced 4.03%	30,946 $1.76 Million
Q1 2023 May 09, 2023	SELL	$55.81 - $57.67 $282,063 - $291,464	-5,054 Reduced 13.55%	32,244 $1.85 Million
Q4 2022 Feb 07, 2023	SELL	$53.99 - $56.91 $69,215 - $72,958	-1,282 Reduced 3.32%	37,298 $2.09 Million
Q3 2022 Nov 02, 2022	SELL	$54.22 - $57.98 $587,311 - $628,039	-10,832 Reduced 21.92%	38,580 $2.09 Million
Q2 2022 Aug 02, 2022	BUY	$55.37 - $58.09 $1.84 Million - $1.93 Million	33,196 Added 204.71%	49,412 $2.79 Million
Q1 2022 May 13, 2022	BUY	$58.05 - $62.27 $330,246 - $354,254	5,689 Added 54.04%	16,216 $943,000
Q4 2021 Feb 14, 2022	BUY	$61.79 - $62.37 $56,846 - $57,380	920 Added 9.58%	10,527 $656,000
Q3 2021 Nov 02, 2021	SELL	$62.08 - $62.98 $175,562 - $178,107	-2,828 Reduced 22.74%	9,607 $596,000
Q2 2021 Aug 12, 2021	SELL	$62.05 - $62.84 $72,288 - $73,208	-1,165 Reduced 8.57%	12,435 $779,000
Q1 2021 May 17, 2021	SELL	$61.72 - $63.18 $135,475 - $138,680	-2,195 Reduced 13.9%	13,600 $845,000
Q4 2020 Feb 12, 2021	BUY	$61.84 - $62.92 $65,859 - $67,009	1,065 Added 7.23%	15,795 $992,000
Q3 2020 Nov 12, 2020	BUY	$62.0 - $63.15 $354,950 - $361,533	5,725 Added 63.58%	14,730 $919,000
Q2 2020 Aug 12, 2020	SELL	$58.99 - $62.38 $96,035 - $101,554	-1,628 Reduced 15.31%	9,005 $560,000
Q1 2020 May 11, 2020	BUY	$53.78 - $62.95 $77,174 - $90,333	1,435 Added 15.6%	10,633 $644,000
Q4 2019 Feb 13, 2020	BUY	$60.79 - $61.64 $59,452 - $60,283	978 Added 11.9%	9,198 $563,000
Q3 2019 Nov 13, 2019	BUY	$60.49 - $61.99 $497,227 - $509,557	8,220 New	8,220 $504,000
Q4 2018 Feb 13, 2019	SELL	$56.95 - $58.45 $245,283 - $251,744	-4,307 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$57.8 - $58.76 $248,944 - $253,079	4,307 New	4,307 $250,000

Others Institutions Holding CMF

# of Institutions

334

Shares Held

48.4M

Call Options Held

Put Options Held

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares California Muni Bond E Transaction History