Number of Shares
366,010.00
Current Holdings Value*
$20.09 Mil
% of Portfolio
9.47%
Total Estimate Gain
$-653,957.85
% of Total Estimate Gain
-2.91%

Orin Green Financial, LLC's iShares California Muni Bond ETF Holding Summary

As of 2025-03-31, Orin Green Financial, LLC held 366,010.00 shares of iShares California Muni Bond ETF(CMF), totaling $20.09 Mil. This investment constitutes 9.47% of their stock portfolio, and Orin Green Financial, LLC now holds 0.57% of the outstanding iShares California Muni Bond ETF(CMF) stock.

The initial trade took place in 2020Q4. And since then Orin Green Financial, LLC has made 12 purchases of CMF, at an average price of $57.13, for a total of 392,936.00 shares. In addition, there have been 5 sales at an average price of $57.95 for 26,926.00 shares. Based on historical transaction data and CMF's current price of $55.28, Orin Green Financial, LLC's estimated gain on his CMF holdings is $-653,957.85, reflecting a -2.91% gain to date.

Orin Green Financial, LLC CMF ($55.28) Holding Chart

Orin Green Financial, 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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