Destination Wealth Management Ishares California Muni Bond E Transaction History

Destination Wealth Management

$3.51 Billion
Q3 2025

A detailed history of Destination Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Destination Wealth Management holds 22,654 shares of CMF stock, worth $1.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,654

Previous 17,901 26.55%

Holding current value

$1.3 Million

Previous $997,000 29.59%

% of portfolio

0.04%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$55.16 - $57.13 $262,175 - $271,538	4,753 Added 26.55%	22,654 $1.29 Million
Q2 2025 Aug 14, 2025	SELL	$54.52 - $56.7 $32,657 - $33,963	-599 Reduced 3.24%	17,901 $997,000
Q1 2025 May 15, 2025	BUY	$55.93 - $57.47 $55,874 - $57,412	999 Added 5.71%	18,500 $1.04 Million
Q4 2024 Feb 06, 2025	BUY	$56.66 - $58.1 $180,802 - $185,397	3,191 Added 22.3%	17,501 $1 Million
Q3 2024 Nov 25, 2024	BUY	$56.65 - $58.17 $52,911 - $54,330	934 Added 6.98%	14,310 $831,000

Q2 2024 Jul 24, 2024	BUY	$56.38 - $57.26 $140,724 - $142,920	2,496 Added 22.94%	13,376 $760,000
Q1 2024 May 14, 2024	BUY	$57.33 - $58.04 $326,035 - $330,073	5,687 Added 109.51%	10,880 $626,000
Q4 2023 Feb 13, 2024	SELL	$53.93 - $58.09 $683,023 - $735,709	-12,665 Reduced 70.92%	5,193 $300,000
Q3 2023 Nov 14, 2023	BUY	$54.65 - $57.2 $130,067 - $136,136	2,380 Added 15.38%	17,858 $979,000
Q2 2023 Aug 11, 2023	BUY	$56.03 - $57.9 $205,798 - $212,666	3,673 Added 31.11%	15,478 $881,000
Q1 2023 May 05, 2023	BUY	$55.81 - $57.67 $658,837 - $680,794	11,805 New	11,805 $677,000
Q1 2022 May 12, 2022	BUY	$58.05 - $62.27 $171,886 - $184,381	2,961 Added 14.39%	23,539 $1.37 Million
Q4 2021 Feb 04, 2022	BUY	$61.79 - $62.37 $378,278 - $381,829	6,122 Added 42.35%	20,578 $1.28 Million
Q3 2021 Oct 25, 2021	BUY	$62.08 - $62.98 $25,390 - $25,758	409 Added 2.91%	14,456 $897,000
Q2 2021 Aug 13, 2021	SELL	$62.05 - $62.84 $61,119 - $61,897	-985 Reduced 6.55%	14,047 $880,000
Q1 2021 May 05, 2021	BUY	$61.72 - $63.18 $185,777 - $190,171	3,010 Added 25.04%	15,032 $934,000
Q4 2020 Feb 11, 2021	BUY	$61.84 - $62.92 $383,964 - $390,670	6,209 Added 106.81%	12,022 $755,000
Q2 2020 Aug 14, 2020	BUY	$58.99 - $62.38 $57,692 - $61,007	978 Added 20.23%	5,813 $361,000
Q1 2020 May 13, 2020	BUY	$53.78 - $62.95 $18,823 - $22,032	350 Added 7.8%	4,835 $293,000
Q4 2019 Feb 12, 2020	SELL	$60.79 - $61.64 $1,702 - $1,725	-28 Reduced 0.62%	4,485 $275,000
Q3 2019 Nov 13, 2019	BUY	$60.49 - $61.99 $20,082 - $20,580	332 Added 7.94%	4,513 $277,000
Q2 2019 Jul 19, 2019	BUY	$59.26 - $60.67 $247,766 - $253,661	4,181 New	4,181 $254,000
Q4 2018 Feb 05, 2019	SELL	$56.95 - $58.45 $19,704 - $20,223	-346 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$57.8 - $58.76 $19,998 - $20,330	346 New	346 $20,000

Others Institutions Holding CMF

# of Institutions

360

Shares Held

42.7M

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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Account

Destination Wealth Management Ishares California Muni Bond E Transaction History