Destination Wealth Management
Position in CMF — iShares California Muni Bond ETF
CIK 1278573
WALNUT CREEK, CA
All Filings in CMF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CMF | $2,586,163 | 45,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 CMF | $2,503,244 | 43,565 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CMF | $1,292,184 | 22,654 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 CMF | $997,801 | 17,901 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CMF | $1,041,180 | 18,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CMF | $1,002,457 | 17,501 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 CMF | $831,554 | 14,310 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 CMF | $760,826 | 13,376 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 CMF | $626,035 | 10,880 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 CMF | $300,882 | 5,193 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CMF | $979,332 | 17,858 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CMF | $881,472 | 15,478 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 CMF | $677,843 | 11,805 | Shares | Sole | 2023-05-05 | |
| 2022-09-30 CMF | $1,276,284 | 23,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 CMF | $1,329,011 | 23,539 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 CMF | $1,369,499 | 23,539 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 CMF | $1,282,626 | 20,578 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 CMF | $897,428 | 14,456 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 CMF | $879,623 | 14,047 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 CMF | $933,787 | 15,032 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 CMF | $755,342 | 12,022 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 CMF | $362,673 | 5,813 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 CMF | $361,336 | 5,813 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 CMF | $292,614 | 4,835 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||