Hb Wealth Management, LLC Ishares California Muni Bond E Transaction History
Hb Wealth Management, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Hb Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,491 shares of CMF stock, worth $249,699. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,491
Previous 4,491
-0.0%
Holding current value
$249,699
Previous $252,000
0.79%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio