New Edge Advisors, LLC Ishares California Muni Bond E Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, New Edge Advisors, LLC holds 31,184 shares of CMF stock, worth $1.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,184

Previous 116,458 73.22%

Holding current value

$1.79 Million

Previous $6.49 Million 72.61%

% of portfolio

0.01%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$55.16 - $57.13 $4.7 Million - $4.87 Million	-85,274 Reduced 73.22%	31,184 $1.78 Million
Q2 2025 Aug 14, 2025	SELL	$54.52 - $56.7 $452,843 - $470,950	-8,306 Reduced 6.66%	116,458 $6.49 Million
Q1 2025 May 15, 2025	SELL	$55.93 - $57.47 $360,636 - $370,566	-6,448 Reduced 4.91%	124,764 $7.02 Million
Q4 2024 Feb 13, 2025	BUY	$56.66 - $58.1 $153,151 - $157,044	2,703 Added 2.1%	131,212 $7.52 Million
Q3 2024 Nov 14, 2024	BUY	$56.65 - $58.17 $152,728 - $156,826	2,696 Added 2.14%	128,509 $7.47 Million
Q2 2024 Aug 15, 2024	BUY	$56.38 - $57.26 $6 Million - $6.1 Million	106,490 Added 551.1%	125,813 $7.16 Million
Q1 2024 May 14, 2024	BUY	$57.33 - $58.04 $432,612 - $437,969	7,546 Added 64.07%	19,323 $1.11 Million
Q4 2023 Feb 13, 2024	BUY	$53.93 - $58.09 $281,514 - $303,229	5,220 Added 79.61%	11,777 $682,000
Q3 2023 Nov 14, 2023	BUY	$54.65 - $57.2 $2,076 - $2,173	38 Added 0.58%	6,557 $359,000
Q2 2023 Aug 14, 2023	SELL	$56.03 - $57.9 $915,194 - $945,738	-16,334 Reduced 71.47%	6,519 $371,000
Q1 2023 May 12, 2023	SELL	$55.81 - $57.67 $75,399 - $77,912	-1,351 Reduced 5.58%	22,853 $1.31 Million
Q4 2022 Feb 14, 2023	SELL	$53.99 - $56.91 $159,216 - $167,827	-2,949 Reduced 10.86%	24,204 $1.36 Million
Q3 2022 Nov 14, 2022	BUY	$54.22 - $57.98 $6,831 - $7,305	126 Added 0.47%	27,153 $1.47 Million
Q2 2022 Aug 09, 2022	BUY	$55.37 - $58.09 $1.5 Million - $1.57 Million	27,027 New	27,027 $1.53 Million

Others Institutions Holding CMF

# of Institutions

349

Shares Held

42.1M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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New Edge Advisors, LLC Ishares California Muni Bond E Transaction History