Peninsula Wealth, LLC Ishares California Muni Bond E Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 35,155 shares of CMF stock, worth $2.02 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
35,155
Previous 34,229 2.71%
Holding current value
$2.02 Million
Previous $1.99 Million 1.21%
% of portfolio
0.35%
Previous 0.36%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$56.66 - $58.1 $52,467 - $53,800
926 Added 2.71%
35,155 $2.01 Million
Q3 2024

Nov 14, 2024
BUY
$56.65 - $58.17 $314,010 - $322,436
5,543 Added 19.32%
34,229 $1.99 Million
Q2 2024

Aug 13, 2024
BUY
$56.38 - $57.26 $759,720 - $771,578
13,475 Added 88.59%
28,686 $1.63 Million
Q1 2024

May 30, 2024
BUY
$57.33 - $58.04 $872,046 - $882,846
15,211 New
15,211 $875,000
Q4 2023

Feb 14, 2024
BUY
$53.93 - $58.09 $81,272 - $87,541
1,507 Added 7.66%
21,181 $1.23 Million
Q3 2023

Nov 13, 2023
BUY
$54.65 - $57.2 $203,407 - $212,898
3,722 Added 23.33%
19,674 $1.08 Million
Q2 2023

Aug 14, 2023
BUY
$56.03 - $57.9 $108,193 - $111,804
1,931 Added 13.77%
15,952 $908,000
Q1 2023

May 11, 2023
BUY
$55.81 - $57.67 $89,909 - $92,906
1,611 Added 12.98%
14,021 $805,000
Q4 2022

Feb 10, 2023
SELL
$53.99 - $56.91 $385,920 - $406,792
-7,148 Reduced 36.55%
12,410 $696,000
Q3 2022

Nov 14, 2022
SELL
$54.22 - $57.98 $3,470 - $3,710
-64 Reduced 0.33%
19,558 $1.06 Million
Q2 2022

Aug 08, 2022
SELL
$55.37 - $58.09 $410,291 - $430,446
-7,410 Reduced 27.41%
19,622 $1.11 Million
Q1 2022

May 06, 2022
SELL
$58.05 - $62.27 $165,094 - $177,095
-2,844 Reduced 9.52%
27,032 $1.57 Million
Q4 2021

Feb 04, 2022
BUY
$61.79 - $62.37 $613,512 - $619,271
9,929 Added 49.78%
29,876 $1.86 Million
Q3 2021

Nov 09, 2021
BUY
$62.08 - $62.98 $456,163 - $462,777
7,348 Added 58.32%
19,947 $1.24 Million
Q2 2021

Aug 13, 2021
SELL
$62.05 - $62.84 $342,516 - $346,876
-5,520 Reduced 30.47%
12,599 $789,000
Q1 2021

May 10, 2021
BUY
$61.72 - $63.18 $1.12 Million - $1.14 Million
18,119 New
18,119 $1.13 Million

Others Institutions Holding CMF

# of Institutions
349
Shares Held
42.1M
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 Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, 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 Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email