Safeguard Investment Advisory Group, LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1846711
Corona, CA
All Filings in CMF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CMF | $304,940 | 5,363 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 CMF | $315,800 | 5,496 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CMF | $352,164 | 6,174 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 CMF | $907,168 | 16,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CMF | $1,016,360 | 18,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CMF | $1,077,379 | 18,809 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 CMF | $1,159,120 | 19,947 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CMF | $1,183,445 | 20,806 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 CMF | $1,315,191 | 22,857 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 CMF | $1,526,950 | 26,354 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 CMF | $1,524,168 | 27,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CMF | $1,662,256 | 29,188 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 CMF | $1,907,836 | 33,226 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 CMF | $1,972,771 | 35,159 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 CMF | $2,005,868 | 36,995 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 CMF | $2,865,683 | 50,756 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 CMF | $2,952,984 | 50,756 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 CMF | $2,845,613 | 45,654 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 CMF | $2,477,240 | 39,904 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 CMF | $886,573 | 14,158 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 CMF | $452,854 | 7,290 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 CMF | $481,089 | 7,657 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||