Shira Ridge Wealth Management CMF Holdings History
Shira Ridge Wealth Management's iShares California Muni Bond ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 12,777.00 shares of iShares California Muni Bond ETF(CMF), totaling $712,190.00. This investment constitutes 0.33% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.02% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2023Q1. And since then Shira Ridge Wealth Management has made 5 purchases of CMF, at an average price of $57.37, for a total of 28,929.00 shares. In addition, there have been 3 sales at an average price of $55.90 for 16,152.00 shares. Based on historical transaction data and CMF's current price of $55.25, Shira Ridge Wealth Management's estimated gain on his CMF holdings is $-50,760.45, reflecting a -3.06% gain to date.
Shira Ridge Wealth Management CMF ($55.25) Holding Chart
Shira Ridge Wealth Management CMF ($55.25) 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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