Steward Partners Investment Advisory, LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1723397
STAMFORD, CT
All Filings in CMF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 CMF | $304,812 | 5,416 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 CMF | $309,942 | 5,411 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 CMF | $313,910 | 5,402 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CMF | $56,595 | 995 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 CMF | $56,849 | 988 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CMF | $57,012 | 984 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CMF | $53,469 | 975 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CMF | $55,241 | 970 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 CMF | $47,334 | 873 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 CMF | $49,289 | 873 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||