Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-3,419.00
% of Total Estimate Gain
-0.25%

Neumann Capital Management, LLC's iShares California Muni Bond ETF Holding Summary

As of 2025-06-30, Neumann Capital Management, LLC held - shares of iShares California Muni Bond ETF(CMF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Neumann Capital Management, LLC now holds 0% of the outstanding iShares California Muni Bond ETF(CMF) stock.

The initial trade took place in 2023Q2. And since then Neumann Capital Management, LLC has made 3 purchases of CMF, at an average price of $56.84, for a total of 24,020.00 shares. In addition, there have been 3 sales at an average price of $56.70 for 24,020.00 shares. Based on historical transaction data and CMF's current price of $55.23, Neumann Capital Management, LLC's estimated gain on his CMF holdings is $-3,419.00, reflecting a -0.25% gain to date.

Neumann Capital Management, LLC CMF ($55.23) Holding Chart

Neumann Capital Management, LLC CMF ($55.23) 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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