Vista Wealth Management Group, LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1800593
PALO ALTO, CA
All Filings in CMF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 CMF | $441,516 | 7,845 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 CMF | $703,341 | 12,279 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 CMF | $713,532 | 12,279 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 CMF | $698,429 | 12,279 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 CMF | $469,296 | 8,156 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 CMF | $496,661 | 8,572 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CMF | $470,088 | 8,572 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||