North Berkeley Wealth Management, LLC Ishares California Muni Bond E Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 6,892 shares of CMF stock, worth $396,221. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,892
Previous 10,527 34.53%
Holding current value
$396,221
Previous $592 Million 35.16%
% of portfolio
0.35%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$54.52 - $56.7 $198,180 - $206,104
-3,635 Reduced 34.53%
6,892 $384 Million
Q1 2025

Aug 13, 2025
BUY
$55.93 - $57.47 $188,763 - $193,961
3,375 Added 47.19%
10,527 $592 Million
Q4 2024

Apr 03, 2025
BUY
$56.66 - $58.1 $405,232 - $415,531
7,152 New
7,152 $410 Million

Others Institutions Holding CMF

# of Institutions
346
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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