Three Bridge Wealth Advisors, LLC Ishares California Muni Bond E Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 13,740 shares of CMF stock, worth $784,279. This represents 0.3% of its overall portfolio holdings.

Number of Shares

13,740

Previous 11,425 20.26%

Holding current value

$784,279

Previous $649,000 22.96%

% of portfolio

0.3%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$56.65 - $58.17 $131,144 - $134,663	2,315 Added 20.26%	13,740 $798,000
Q2 2024 Aug 14, 2024	SELL	$56.38 - $57.26 $13,418 - $13,627	-238 Reduced 2.04%	11,425 $649,000
Q1 2024 May 14, 2024	BUY	$57.33 - $58.04 $135,069 - $136,742	2,356 Added 25.31%	11,663 $671,000
Q4 2023 Feb 08, 2024	BUY	$53.93 - $58.09 $233,355 - $251,355	4,327 Added 86.89%	9,307 $539,000
Q3 2023 Nov 13, 2023	BUY	$54.65 - $57.2 $109 - $114	2 Added 0.04%	4,980 $273,000
Q2 2023 Jul 28, 2023	BUY	$56.03 - $57.9 $2,857 - $2,952	51 Added 1.04%	4,978 $283,000
Q1 2023 May 11, 2023	BUY	$55.81 - $57.67 $2,009 - $2,076	36 Added 0.74%	4,927 $282,000
Q4 2022 Feb 14, 2023	BUY	$53.99 - $56.91 $264,065 - $278,346	4,891 New	4,891 $274,000

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

Put Options Held

4.5K

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 Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Account

Three Bridge Wealth Advisors, LLC Ishares California Muni Bond E Transaction History