Steel Peak Wealth Management LLC Ishares California Muni Bond E Transaction History

Steel Peak Wealth Management LLC

$2.85 Billion
Q3 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 47,517 shares of CMF stock, worth $2.73 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

47,517

Previous 59,865 20.63%

Holding current value

$2.73 Million

Previous $3.34 Million 18.76%

% of portfolio

0.1%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$55.16 - $57.13 $681,115 - $705,441	-12,348 Reduced 20.63%	47,517 $2.71 Million
Q2 2025 Jul 22, 2025	BUY	$54.52 - $56.7 $240,433 - $250,047	4,410 Added 7.95%	59,865 $3.34 Million
Q1 2025 Apr 30, 2025	SELL	$55.93 - $57.47 $62,865 - $64,596	-1,124 Reduced 1.99%	55,455 $3.12 Million
Q4 2024 Jan 22, 2025	SELL	$56.66 - $58.1 $19,944 - $20,451	-352 Reduced 0.62%	56,579 $3.24 Million
Q3 2024 Oct 25, 2024	BUY	$56.65 - $58.17 $125,989 - $129,370	2,224 Added 4.07%	56,931 $3.31 Million

Q2 2024 Jul 16, 2024	SELL	$56.38 - $57.26 $311,104 - $315,960	-5,518 Reduced 9.16%	54,707 $3.11 Million
Q1 2024 Apr 17, 2024	BUY	$57.33 - $58.04 $341,858 - $346,092	5,963 Added 10.99%	60,225 $3.47 Million
Q4 2023 Jan 23, 2024	SELL	$53.93 - $58.09 $576,673 - $621,156	-10,693 Reduced 16.46%	54,262 $3.14 Million
Q3 2023 Nov 02, 2023	SELL	$54.65 - $57.2 $421,406 - $441,069	-7,711 Reduced 10.61%	64,955 $3.56 Million
Q2 2023 Aug 02, 2023	BUY	$56.03 - $57.9 $112,564 - $116,321	2,009 Added 2.84%	72,666 $4.14 Million
Q1 2023 May 05, 2023	BUY	$55.81 - $57.67 $1.16 Million - $1.19 Million	20,720 Added 41.49%	70,657 $4.06 Million
Q4 2022 Jan 25, 2023	SELL	$53.99 - $56.91 $19,436 - $20,487	-360 Reduced 0.72%	49,937 $0
Q3 2022 Oct 26, 2022	SELL	$54.22 - $57.98 $746,446 - $798,210	-13,767 Reduced 21.49%	50,297 $2.73 Million
Q2 2022 Aug 02, 2022	SELL	$55.37 - $58.09 $47,950 - $50,305	-866 Reduced 1.33%	64,064 $3.62 Million
Q1 2022 May 10, 2022	SELL	$58.05 - $62.27 $62,752 - $67,313	-1,081 Reduced 1.64%	64,930 $3.78 Million
Q4 2021 Jan 31, 2022	BUY	$61.79 - $62.37 $793,939 - $801,392	12,849 Added 24.17%	66,011 $4.11 Million
Q3 2021 Nov 15, 2021	BUY	$62.08 - $62.98 $77,227 - $78,347	1,244 Added 2.4%	53,162 $3.3 Million
Q2 2021 Aug 13, 2021	BUY	$62.05 - $62.84 $71,171 - $72,077	1,147 Added 2.26%	51,918 $3.25 Million
Q1 2021 May 18, 2021	SELL	$61.72 - $63.18 $6,542 - $6,697	-106 Reduced 0.21%	50,771 $3.15 Million
Q4 2020 Feb 04, 2021	BUY	$61.84 - $62.92 $8,719 - $8,871	141 Added 0.28%	50,877 $3.2 Million
Q3 2020 Oct 26, 2020	BUY	$62.0 - $63.15 $531,092 - $540,942	8,566 Added 20.31%	50,736 $3.17 Million
Q2 2020 Jul 21, 2020	BUY	$58.99 - $62.38 $647,061 - $684,246	10,969 Added 35.16%	42,170 $2.62 Million
Q1 2020 Apr 16, 2020	BUY	$53.78 - $62.95 $102,504 - $119,982	1,906 Added 6.51%	31,201 $1.89 Million
Q4 2019 Feb 06, 2020	BUY	$60.79 - $61.64 $1.78 Million - $1.81 Million	29,295 New	29,295 $1.79 Million

Others Institutions Holding CMF

# of Institutions

350

Shares Held

42.1M

Call Options Held

Put Options Held

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC Ishares California Muni Bond E Transaction History