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

Three Bridge Wealth Advisors, LLC

$283 Million
Q4 2024

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 14,638 shares of CMF stock, worth $835,976. This represents 0.3% of its overall portfolio holdings.

Number of Shares

14,638

Previous 13,740 6.54%

Holding current value

$835,976

Previous $798,000 5.01%

% of portfolio

0.3%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

313

Shares Held

39.5M

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