Three Bridge Wealth Advisors, LLC Ishares California Muni Bond E Transaction History

Three Bridge Wealth Advisors, LLC

  • $384 Million
  • Q3 2025

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 12,271 shares of CMF stock, worth $705,459. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,271
Previous 11,972 2.5%
Holding current value
$705,459
Previous $667,000 4.8%
% of portfolio
0.18%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$55.16 - $57.13 $16,492 - $17,081
299 Added 2.5%
12,271 $699,000
Q2 2025

Jul 22, 2025
SELL
$54.52 - $56.7 $145,459 - $151,275
-2,668 Reduced 18.22%
11,972 $667,000
Q1 2025

May 06, 2025
BUY
$55.93 - $57.47 $111 - $114
2 Added 0.01%
14,640 $823,000
Q4 2024

Jan 29, 2025
BUY
$56.66 - $58.1 $50,880 - $52,173
898 Added 6.54%
14,638 $838,000
Q3 2024

Nov 13, 2024
BUY
$56.65 - $58.17 $131,144 - $134,663
2,315 Added 20.26%
13,740 $798,000
Q2 2024

Aug 14, 2024
SELL
$56.38 - $57.26 $13,418 - $13,627
-238 Reduced 2.04%
11,425 $649,000
Q1 2024

May 14, 2024
BUY
$57.33 - $58.04 $135,069 - $136,742
2,356 Added 25.31%
11,663 $671,000
Q4 2023

Feb 08, 2024
BUY
$53.93 - $58.09 $233,355 - $251,355
4,327 Added 86.89%
9,307 $539,000
Q3 2023

Nov 13, 2023
BUY
$54.65 - $57.2 $109 - $114
2 Added 0.04%
4,980 $273,000
Q2 2023

Jul 28, 2023
BUY
$56.03 - $57.9 $2,857 - $2,952
51 Added 1.04%
4,978 $283,000
Q1 2023

May 11, 2023
BUY
$55.81 - $57.67 $2,009 - $2,076
36 Added 0.74%
4,927 $282,000
Q4 2022

Feb 14, 2023
BUY
$53.99 - $56.91 $264,065 - $278,346
4,891 New
4,891 $274,000

Others Institutions Holding CMF

# of Institutions
346
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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