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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Bell Investment Advisors

Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Bell Investment Advisors from 13F filings

Historical chart of Bell Investment Advisors 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 Bell Investment Advisors 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 Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 55k 57.54
2023-12-31 $2.9M 51k 57.94
2023-09-30 $2.7M 49k 54.84
2023-06-30 $133k 2.3k 56.96

More positions owned by Bell Investment Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Flexshares Tr Iboxx 3r Targt (TDTT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Bell Investment Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
LPL Financial
Bailard
Tiaa Trust, National Association
Wells Fargo & Company
First Foundation Advisors
Mercer Global Advisors
Facet Wealth
Manhattan West Asset Management
Raub Brock Capital Management
Slow Capital

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