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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 3.9k 56.87

More positions owned by Action Point Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Action Point Financial Planning

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Facet Wealth
Bailard
EP Wealth Advisors
Syon Capital
LPL Financial
Envestnet Asset Management
Mariner Wealth Advisors
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
Mercer Global Advisors
UBS Group
Opes Wealth Management

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