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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in iShares S&P Cal AMTFr Mncpl Bnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Cal AMTFr Mncpl Bnd held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.2M 73k 56.95
2023-03-31 $4.2M 73k 57.42
2022-12-31 $4.1M 73k 56.11
2022-09-30 $819k 15k 54.22
2022-06-30 $853k 15k 56.48
2022-03-31 $951k 16k 58.16
2021-12-31 $1.0M 16k 62.32
2021-09-30 $1.0M 16k 62.08
2021-06-30 $1.0M 16k 62.63
2021-03-31 $1.0M 16k 62.14
2020-12-31 $1.0M 16k 62.81
2020-09-30 $1.0M 16k 62.38
2020-06-30 $1.0M 16k 62.14
2020-03-31 $990k 16k 60.55
2019-12-31 $1.2M 20k 61.23
2019-09-30 $1.2M 20k 61.28
2019-06-30 $1.2M 20k 60.63
2019-03-31 $1.2M 20k 59.57
2018-12-31 $1.2M 20k 58.46
2018-09-30 $1.1M 20k 58.00
2018-06-30 $1.2M 20k 58.56
2018-03-31 $1.1M 18k 58.39
2017-12-31 $1.1M 18k 59.15
2017-09-30 $1.3M 11k 118.47
2017-06-30 $2.1M 17k 117.67
2017-03-31 $1.8M 15k 116.34
2016-12-31 $3.9M 34k 115.49

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
FMR
Morgan Stanley
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
LPL Financial
Bailard
Tiaa Trust, National Association
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
First Foundation Advisors
Facet Wealth

View all funds holding iShares S&P Cal AMTFr Mncpl Bnd