Golden State Wealth Management, LLC Ishares California Muni Bond E Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 6,874 shares of CMF stock, worth $384,531. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,874

Previous 13,748 50.0%

Holding current value

$384,531

Previous $773,000 49947.61%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$55.93 - $57.47 $384,462 - $395,048	-6,874 Reduced 50.0%	6,874 $387 Million
Q1 2025 Apr 23, 2025	BUY	$55.93 - $57.47 $363,545 - $373,555	6,500 Added 89.68%	13,748 $773,000
Q4 2024 Jan 28, 2025	SELL	$56.66 - $58.1 $69,805 - $71,579	-1,232 Reduced 14.53%	7,248 $415 Million
Q1 2022 May 19, 2022	BUY	$58.05 - $62.27 $492,264 - $528,049	8,480 New	8,480 $493,000
Q1 2022 May 16, 2022	SELL	$58.05 - $62.27 $205,497 - $220,435	-3,540 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$61.79 - $62.37 $7,291 - $7,359	118 Added 3.45%	3,540 $221,000
Q3 2021 Nov 15, 2021	BUY	$62.08 - $62.98 $212,437 - $215,517	3,422 New	3,422 $212,000

Others Institutions Holding CMF

# of Institutions

325

Shares Held

49.1M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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Golden State Wealth Management, LLC Ishares California Muni Bond E Transaction History