Brio Consultants, LLC CMF Holdings History
Brio Consultants, LLC's iShares California Muni Bond ETF Holding Summary
As of 2025-03-31, Brio Consultants, LLC held 338,944.00 shares of iShares California Muni Bond ETF(CMF), totaling $19.08 Mil. This investment constitutes 3% of their stock portfolio, and Brio Consultants, LLC now holds 0.53% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2022Q1. And since then Brio Consultants, LLC has made 10 purchases of CMF, at an average price of $56.59, for a total of 652,757.00 shares. In addition, there have been 3 sales at an average price of $56.06 for 313,813.00 shares. Based on historical transaction data and CMF's current price of $55.28, Brio Consultants, LLC's estimated gain on his CMF holdings is $-612,497.61, reflecting a -1.66% gain to date.
Brio Consultants, LLC CMF ($55.28) Holding Chart
Brio Consultants, LLC CMF ($55.28) 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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