EHRLICH FINANCIAL GROUP CMF Holdings History
EHRLICH FINANCIAL GROUP's iShares California Muni Bond ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 86,680.00 shares of iShares California Muni Bond ETF(CMF), totaling $4.83 Mil. This investment constitutes 3.13% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.13% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 4 purchases of CMF, at an average price of $56.71, for a total of 95,820.00 shares. In addition, there have been 2 sales at an average price of $56.65 for 9,140.00 shares. Based on historical transaction data and CMF's current price of $55.16, EHRLICH FINANCIAL GROUP's estimated gain on his CMF holdings is $-134,554.37, reflecting a -2.48% gain to date.
EHRLICH FINANCIAL GROUP CMF ($55.16) Holding Chart
EHRLICH FINANCIAL GROUP 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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