Strategic Blueprint, LLC Ishares California Muni Bond E Transaction History

Strategic Blueprint, LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$62.08 - $62.98 $162,587 - $164,944	-2,619 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$62.05 - $62.84 $162,508 - $164,577	2,619 New	2,619 $164,000

Others Institutions Holding CMF

# of Institutions

288

Shares Held

38.6M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$761 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$103 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$78.1 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$75.3 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$57 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Blueprint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Blueprint, LLC with notifications on news.