OneDigital Investment Advisors LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1690370
OVERLAND PARK, KS
All Filings in CMF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CMF | $7,089,418 | 124,682 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 CMF | $7,075,911 | 123,145 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CMF | $6,642,365 | 116,451 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 CMF | $6,217,685 | 111,548 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 CMF | $9,345,800 | 166,059 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 CMF | $10,007,159 | 174,706 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 CMF | $10,140,543 | 174,506 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 CMF | $10,046,771 | 176,631 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 CMF | $812,234 | 14,116 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 CMF | $926,402 | 15,989 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 CMF | $633,511 | 11,552 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CMF | $654,811 | 11,498 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 CMF | $657,114 | 11,444 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 CMF | $639,990 | 11,406 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||