CMF ISHARES TR

Ownership history in NDWM LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which NDWM LLC reported a position in ISHARES TR (CMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.94% (2025 Q2)
Avg. % of fund
1.62%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,755 +1,235 +1.6% 3.07% $4.6M $57.18
2025 Q3 REDUCED 79,520 -16,944 -17.6% 3.08% $4.5M $56.21
2025 Q2 ADDED 96,464 +52,893 +121.4% 3.94% $5.4M $54.51
2025 Q1 ADDED 43,571 +31,076 +248.7% 2.40% $2.5M $54.62
2024 Q4 ADDED 12,495 +5,057 +68.0% 0.60% $716K $55.32
2024 Q3 UNCHANGED 7,438 0% 0.36% $432K $55.60
2024 Q2 UNCHANGED 7,438 0% 0.37% $423K $54.05
2024 Q1 UNCHANGED 7,438 0% 0.39% $428K $54.29
2023 Q4 INITIATED 7,438 0.41% $431K
% of Fund (quarterly)    CMF price (monthly, adj. close)
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