Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 13,103 shares of CMF stock, worth $751,457. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,103
Previous 12,350
6.1%
Holding current value
$751,457
Previous $704 Million
6.88%
% of portfolio
0.3%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding CMF
# of Institutions
354Shares Held
42.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio