Peninsula Wealth, LLC Ishares California Muni Bond E Transaction History

Peninsula Wealth, LLC

  • $497 Million
  • Q1 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 15,211 shares of CMF stock, worth $865,201. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,211
Holding current value
$865,201
% of portfolio
0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 30, 2024
BUY
$57.33 - $58.04 $872,046 - $882,846
15,211 New
15,211 $875,000
Q4 2023

Feb 14, 2024
BUY
$53.93 - $58.09 $81,272 - $87,541
1,507 Added 7.66%
21,181 $1.23 Million
Q3 2023

Nov 13, 2023
BUY
$54.65 - $57.2 $203,407 - $212,898
3,722 Added 23.33%
19,674 $1.08 Million
Q2 2023

Aug 14, 2023
BUY
$56.03 - $57.9 $108,193 - $111,804
1,931 Added 13.77%
15,952 $908,000
Q1 2023

May 11, 2023
BUY
$55.81 - $57.67 $89,909 - $92,906
1,611 Added 12.98%
14,021 $805,000
Q4 2022

Feb 10, 2023
SELL
$54.13 - $56.91 $386,921 - $406,792
-7,148 Reduced 36.55%
12,410 $696,000
Q3 2022

Nov 14, 2022
SELL
$54.94 - $57.98 $3,516 - $3,710
-64 Reduced 0.33%
19,558 $1.06 Million
Q2 2022

Aug 08, 2022
SELL
$55.37 - $58.09 $410,291 - $430,446
-7,410 Reduced 27.41%
19,622 $1.11 Million
Q1 2022

May 06, 2022
SELL
$58.05 - $62.27 $165,094 - $177,095
-2,844 Reduced 9.52%
27,032 $1.57 Million
Q4 2021

Feb 04, 2022
BUY
$61.79 - $62.37 $613,512 - $619,271
9,929 Added 49.78%
29,876 $1.86 Million
Q3 2021

Nov 09, 2021
BUY
$62.08 - $62.98 $456,163 - $462,777
7,348 Added 58.32%
19,947 $1.24 Million
Q2 2021

Aug 13, 2021
SELL
$62.05 - $62.84 $342,516 - $346,876
-5,520 Reduced 30.47%
12,599 $789,000
Q1 2021

May 10, 2021
BUY
$61.72 - $63.18 $1.12 Million - $1.14 Million
18,119 New
18,119 $1.13 Million

Others Institutions Holding CMF

# of Institutions
266
Shares Held
32.6M
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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