Certus Wealth Management, LLC CMF Holdings History
Certus Wealth Management, LLC's iShares California Muni Bond ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 142,020.00 shares of iShares California Muni Bond ETF(CMF), totaling $7.90 Mil. This investment constitutes 5.36% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.22% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 7 purchases of CMF, at an average price of $56.88, for a total of 142,020.00 shares. Based on historical transaction data and CMF's current price of $55.39, Certus Wealth Management, LLC's estimated gain on his CMF holdings is $-211,128.49, reflecting a -2.61% gain to date.
Certus Wealth Management, LLC CMF ($55.39) Holding Chart
Certus Wealth Management, LLC CMF ($55.39) 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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