Welch & Forbes »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Welch & Forbes

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

Historical chart of Welch & Forbes 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 Welch & Forbes consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Welch & Forbes

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 3.5k 57.54
2023-12-31 $202k 3.5k 57.94

More positions owned by Welch & Forbes

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
O'reilly Automotive (ORLY)
Visa Com Cl A (V)
Stryker Corporation (SYK)
Alphabet Cap Stk Cl C (GOOG)
Danaher Corporation (DHR)
Home Depot (HD)
Fiserv (FI)
JPMorgan Chase & Co. (JPM)
Ansys (ANSS)
Procter & Gamble Company (PG)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Welch & Forbes

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