Bell Investment Advisors, Inc CMF Holdings History
Bell Investment Advisors, Inc's iShares California Muni Bond ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 74,152.00 shares of iShares California Muni Bond ETF(CMF), totaling $4.17 Mil. This investment constitutes 0.77% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.12% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2023Q2. And since then Bell Investment Advisors, Inc has made 8 purchases of CMF, at an average price of $56.56, for a total of 74,152.00 shares. Based on historical transaction data and CMF's current price of $55.16, Bell Investment Advisors, Inc's estimated gain on his CMF holdings is $-103,899.54, reflecting a -2.48% gain to date.
Bell Investment Advisors, Inc CMF ($55.16) Holding Chart
Bell Investment Advisors, Inc CMF ($55.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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