Simpli Fi, Inc. Ishares California Muni Bond E Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Simpli Fi, Inc. holds 24,200 shares of CMF stock, worth $1.38 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

24,200

Previous 24,797 2.41%

Holding current value

$1.38 Million

Previous $1.44 Million 3.75%

% of portfolio

0.64%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$56.66 - $58.1 $33,826 - $34,685	-597 Reduced 2.41%	24,200 $1.39 Million
Q3 2024 Oct 22, 2024	BUY	$56.65 - $58.17 $9,573 - $9,830	169 Added 0.69%	24,797 $1.44 Million
Q2 2024 Jul 25, 2024	BUY	$56.38 - $57.26 $21,931 - $22,274	389 Added 1.6%	24,628 $1.4 Million
Q1 2024 Apr 22, 2024	SELL	$57.33 - $58.04 $148,599 - $150,439	-2,592 Reduced 9.66%	24,239 $1.39 Million
Q3 2023 Oct 10, 2023	BUY	$54.65 - $57.2 $8,525 - $8,923	156 Added 0.58%	26,831 $1.47 Million
Q2 2023 Jul 17, 2023	BUY	$56.03 - $57.9 $575,035 - $594,227	10,263 Added 62.53%	26,675 $1.52 Million
Q1 2023 Apr 19, 2023	BUY	$55.81 - $57.67 $915,953 - $946,480	16,412 New	16,412 $942,000

Others Institutions Holding CMF

# of Institutions

313

Shares Held

39.5M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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