Safeguard Investment Advisory Group, LLC Ishares California Muni Bond E Transaction History

Safeguard Investment Advisory Group, LLC

$401 Million
Q3 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 6,174 shares of CMF stock, worth $354,078. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,174

Previous 16,275 62.06%

Holding current value

$354,078

Previous $907,000 61.19%

% of portfolio

0.09%

Previous 0.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$55.16 - $57.13 $557,171 - $577,070	-10,101 Reduced 62.06%	6,174 $352,000
Q2 2025 Aug 14, 2025	SELL	$54.52 - $56.7 $97,263 - $101,152	-1,784 Reduced 9.88%	16,275 $907,000
Q1 2025 May 15, 2025	SELL	$55.93 - $57.47 $41,947 - $43,102	-750 Reduced 3.99%	18,059 $1.02 Million
Q4 2024 Feb 14, 2025	SELL	$56.66 - $58.1 $64,479 - $66,117	-1,138 Reduced 5.71%	18,809 $1.08 Million
Q3 2024 Nov 14, 2024	SELL	$56.65 - $58.17 $48,662 - $49,968	-859 Reduced 4.13%	19,947 $1.16 Million

Q2 2024 Aug 09, 2024	SELL	$56.38 - $57.26 $115,635 - $117,440	-2,051 Reduced 8.97%	20,806 $1.18 Million
Q1 2024 May 13, 2024	SELL	$57.33 - $58.04 $200,483 - $202,965	-3,497 Reduced 13.27%	22,857 $1.32 Million
Q4 2023 Jan 26, 2024	SELL	$53.93 - $58.09 $77,605 - $83,591	-1,439 Reduced 5.18%	26,354 $1.53 Million
Q3 2023 Nov 14, 2023	SELL	$54.65 - $57.2 $76,236 - $79,794	-1,395 Reduced 4.78%	27,793 $1.52 Million
Q2 2023 Aug 01, 2023	SELL	$56.03 - $57.9 $226,249 - $233,800	-4,038 Reduced 12.15%	29,188 $1.66 Million
Q1 2023 May 04, 2023	SELL	$55.81 - $57.67 $107,880 - $111,476	-1,933 Reduced 5.5%	33,226 $1.91 Million
Q4 2022 Jan 26, 2023	SELL	$53.99 - $56.91 $99,125 - $104,486	-1,836 Reduced 4.96%	35,159 $0
Q3 2022 Oct 25, 2022	SELL	$54.22 - $57.98 $746,121 - $797,862	-13,761 Reduced 27.11%	36,995 $2.01 Million
Q1 2022 May 04, 2022	BUY	$58.05 - $62.27 $296,171 - $317,701	5,102 Added 11.18%	50,756 $2.95 Million
Q4 2021 Feb 03, 2022	BUY	$61.79 - $62.37 $355,292 - $358,627	5,750 Added 14.41%	45,654 $2.85 Million
Q3 2021 Oct 20, 2021	BUY	$62.08 - $62.98 $1.6 Million - $1.62 Million	25,746 Added 181.85%	39,904 $2.48 Million
Q2 2021 Jul 23, 2021	BUY	$62.05 - $62.84 $426,159 - $431,585	6,868 Added 94.21%	14,158 $886,000
Q1 2021 May 10, 2021	SELL	$61.72 - $63.18 $22,651 - $23,187	-367 Reduced 4.79%	7,290 $452,000
Q4 2020 Feb 18, 2021	BUY	$61.84 - $62.92 $473,508 - $481,778	7,657 New	7,657 $481,000

Others Institutions Holding CMF

# of Institutions

350

Shares Held

42.1M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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Safeguard Investment Advisory Group, LLC Ishares California Muni Bond E Transaction History