Values Added Financial LLC Ishares California Muni Bond E Transaction History

Values Added Financial LLC

  • $237 Billion
  • Q4 2025

A detailed history of Values Added Financial LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Values Added Financial LLC holds 33,665 shares of CMF stock, worth $1.93 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
33,665
Previous 12,770 163.63%
Holding current value
$1.93 Million
Previous $728 Million 165.57%
% of portfolio
0.82%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$56.96 - $57.62 $1.19 Million - $1.2 Million
20,895 Added 163.63%
33,665 $1.93 Billion
Q2 2025

Jul 23, 2025
BUY
$54.52 - $56.7 $696,220 - $724,059
12,770 New
12,770 $712 Million
Q3 2023

Oct 19, 2023
BUY
$54.65 - $57.2 $1.12 Million - $1.17 Million
20,420 New
20,420 $1.12 Billion

Others Institutions Holding CMF

# of Institutions
352
Shares Held
42.2M
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
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email