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iShares S&P Cal AMTFr Mncpl Bnd shares owned by First Foundation Advisors

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

Historical chart of First Foundation Advisors investment in iShares S&P Cal AMTFr Mncpl Bnd

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All positions including iShares S&P Cal AMTFr Mncpl Bnd held by First Foundation 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 414k 57.94
2023-09-30 $19M 352k 54.84
2023-06-30 $19M 335k 56.95
2023-03-31 $9.0M 157k 57.42
2022-12-31 $9.4M 168k 56.11
2022-09-30 $6.9M 128k 54.22
2022-06-30 $6.8M 121k 56.46
2022-03-31 $6.1M 105k 58.18
2021-12-31 $6.8M 109k 62.33
2021-09-30 $7.7M 124k 62.08
2021-06-30 $8.0M 127k 62.62
2021-03-31 $7.3M 118k 62.12
2020-12-31 $11M 171k 62.83
2020-09-30 $12M 193k 62.39
2020-06-30 $8.2M 131k 62.16
2020-03-31 $7.5M 124k 60.52
2019-12-31 $7.5M 122k 61.23
2019-09-30 $3.5M 57k 61.28
2019-06-30 $2.2M 37k 60.63
2019-03-31 $2.1M 35k 59.58
2018-12-31 $1.5M 25k 58.44
2018-09-30 $2.0M 35k 57.99
2018-06-30 $444k 7.6k 58.52
2018-03-31 $476k 8.2k 58.40
2017-12-31 $873k 15k 59.15
2017-09-30 $570k 4.8k 118.50
2017-06-30 $492k 4.2k 117.79
2017-03-31 $720k 6.2k 116.26
2016-12-31 $6.6M 58k 115.49
2016-06-30 $312k 2.6k 122.21
2016-03-31 $305k 2.6k 119.47
2015-12-31 $302k 2.6k 118.29
2014-12-31 $430k 3.7k 117.78
2013-12-31 $563k 5.2k 108.83
2012-12-31 $515k 4.5k 115.37
2011-12-31 $260k 2.3k 110.78

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Philip Morris International (PM)

View all positions for First Foundation 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
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Opes Wealth Management
Adviser Investments
Orin Green Financial

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