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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Patriot Wealth Management

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

Historical chart of Patriot Wealth Management 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 Patriot Wealth Management 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 Patriot Wealth Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $403k 6.9k 58.42
2018-09-30 $400k 6.9k 57.99
2018-06-30 $404k 6.9k 58.57
2018-03-31 $403k 6.9k 58.42
2017-12-31 $408k 6.9k 59.15

More positions owned by Patriot Wealth Management

Spdr S&p 500 Etf (SPY)
Ishares Core Intl Stock Etf core (IXUS)
iShares S&P 100 Index (OEF)
SPDR S&P MidCap 400 ETF (MDY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Consumer Staples Select Sect. SPDR (XLP)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Utilities SPDR (XLU)
Financial Select Sector SPDR (XLF)
iShares S&P US Pref Stock Idx Fnd (PFF)
Exxon Mobil Corporation (XOM)
Fidelity msci rl est etf (FREL)

View all positions for Patriot Wealth Management

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
Adviser Investments
Orin Green Financial
Royal Bank of Canada

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