Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History

Shira Ridge Wealth Management

$219 Billion
Q2 2025

A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 12,777 shares of CMF stock, worth $710,528. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,777

Previous 24,088 46.96%

Holding current value

$710,528

Previous $1.36 Billion 47.47%

% of portfolio

0.33%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$54.52 - $56.7 $616,675 - $641,333	-11,311 Reduced 46.96%	12,777 $712 Million
Q1 2025 Apr 14, 2025	SELL	$55.93 - $57.47 $57,216 - $58,791	-1,023 Reduced 4.07%	24,088 $1.36 Billion
Q4 2024 Jan 13, 2025	BUY	$56.66 - $58.1 $796,242 - $816,479	14,053 Added 127.08%	25,111 $1.44 Billion
Q3 2024 Oct 10, 2024	BUY	$56.65 - $58.17 $133,694 - $137,281	2,360 Added 27.13%	11,058 $643 Million
Q2 2024 Jul 11, 2024	BUY	$56.38 - $57.26 $151,098 - $153,456	2,680 Added 44.53%	8,698 $495 Million
Q1 2024 Apr 18, 2024	BUY	$57.33 - $58.04 $14,389 - $14,568	251 Added 4.35%	6,018 $346 Million
Q4 2023 Jan 10, 2024	BUY	$53.93 - $58.09 $311,014 - $335,005	5,767 New	5,767 $334 Million
Q1 2023 May 08, 2023	BUY	$55.81 - $57.67 $213,082 - $220,184	3,818 New	3,818 $219 Million

Others Institutions Holding CMF

# of Institutions

335

Shares Held

48.6M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

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Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History