A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 91,929 shares of CMF stock, worth $5.27 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
91,929
Previous 79,545 15.57%
Holding current value
$5.27 Million
Previous $4.43 Billion 18.26%
% of portfolio
3.46%
Previous 3.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$55.16 - $57.13 $683,101 - $707,497
12,384 Added 15.57%
91,929 $5.24 Billion
Q2 2025

Jul 30, 2025

BUY
$54.52 - $56.7 $3.02 Million - $3.14 Million
55,410 Added 229.58%
79,545 $4.43 Billion
Q1 2025

Apr 28, 2025

BUY
$55.93 - $57.47 $263,486 - $270,741
4,711 Added 24.25%
24,135 $1.36 Billion
Q4 2024

Mar 13, 2025

BUY
$56.66 - $58.1 $1.1 Million - $1.13 Million
19,424 New
19,424 $1.11 Billion

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Silver Oak Wealth Advisors Services, LLC Portfolio

Follow Silver Oak Wealth Advisors Services, 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 Silver Oak Wealth Advisors Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Advisors Services, LLC with notifications on news.