Merriman Wealth Management, LLC Ishares California Muni Bond E Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 20,378 shares of CMF stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,378

Previous 20,280 0.48%

Holding current value

$1.13 Million

Previous $1.18 Million 0.93%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$56.66 - $58.1 $5,552 - $5,693	98 Added 0.48%	20,378 $1.17 Million
Q3 2024 Nov 12, 2024	BUY	$56.65 - $58.17 $4,078 - $4,188	72 Added 0.36%	20,280 $1.18 Million
Q2 2024 Aug 13, 2024	SELL	$56.38 - $57.26 $89,813 - $91,215	-1,593 Reduced 7.31%	20,208 $1.15 Million
Q4 2023 Feb 13, 2024	BUY	$53.93 - $58.09 $91,357 - $98,404	1,694 Added 8.42%	21,801 $1.26 Million
Q1 2023 May 04, 2023	SELL	$55.81 - $57.67 $22,324 - $23,068	-400 Reduced 1.95%	20,107 $1.15 Million
Q4 2022 Feb 13, 2023	BUY	$53.99 - $56.91 $521,165 - $549,352	9,653 Added 88.93%	20,507 $1.15 Million
Q3 2022 Oct 26, 2022	BUY	$54.22 - $57.98 $588,503 - $629,314	10,854 New	10,854 $589,000

Others Institutions Holding CMF

# of Institutions

335

Shares Held

48.6M

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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Account

Merriman Wealth Management, LLC Ishares California Muni Bond E Transaction History