A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 54,019 shares of CMF stock, worth $3.07 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
54,019
Previous 53,654 0.68%
Holding current value
$3.07 Million
Previous $3.05 Million 2.88%
% of portfolio
1.34%
Previous 1.55%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$56.65 - $58.17 $20,677 - $21,232
365 Added 0.68%
54,019 $3.14 Million
Q2 2024

Jul 30, 2024

SELL
$56.38 - $57.26 $19,733 - $20,041
-350 Reduced 0.65%
53,654 $3.05 Million
Q1 2024

Apr 30, 2024

SELL
$57.33 - $58.04 $84,504 - $85,550
-1,474 Reduced 2.66%
54,004 $3.11 Million
Q4 2023

Mar 19, 2024

SELL
$53.93 - $58.09 $48,375 - $52,106
-897 Reduced 1.59%
55,478 $3.21 Million
Q3 2023

Oct 18, 2023

SELL
$54.65 - $57.2 $70,935 - $74,245
-1,298 Reduced 2.25%
56,375 $3.09 Million
Q2 2023

Jul 17, 2023

SELL
$56.03 - $57.9 $14,847 - $15,343
-265 Reduced 0.46%
57,673 $3.28 Million
Q1 2023

Apr 28, 2023

SELL
$55.81 - $57.67 $116,308 - $120,184
-2,084 Reduced 3.47%
57,938 $3.33 Million
Q4 2022

Feb 01, 2023

BUY
$53.99 - $56.91 $270,327 - $284,948
5,007 Added 9.1%
60,022 $3.37 Million
Q3 2022

Oct 19, 2022

SELL
$54.22 - $57.98 $173,504 - $185,536
-3,200 Reduced 5.5%
55,015 $2.98 Million
Q2 2022

Jul 18, 2022

BUY
$55.37 - $58.09 $1.06 Million - $1.11 Million
19,100 Added 48.83%
58,215 $3.29 Million
Q1 2022

May 04, 2022

BUY
$58.05 - $62.27 $2.27 Million - $2.44 Million
39,115 New
39,115 $2.28 Million

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


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

Track Warren Street Wealth Advisors, LLC Portfolio

Follow Warren Street Wealth Advisors, 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 Warren Street Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Street Wealth Advisors, LLC with notifications on news.