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iShares S&P Cal AMTFr Mncpl Bnd shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $8.7M 140k 62.62
2021-03-31 $6.9M 111k 62.12
2020-12-31 $6.5M 104k 62.83
2020-09-30 $7.0M 113k 62.39
2020-06-30 $6.3M 101k 62.16
2020-03-31 $0 109k 0.00
2019-12-31 $7.5M 122k 61.28
2019-09-30 $7.1M 116k 61.28
2019-06-30 $6.4M 105k 60.64
2019-03-31 $6.9M 115k 59.59
2018-12-31 $8.5M 146k 58.45
2018-09-30 $5.8M 101k 57.99
2018-06-30 $5.2M 89k 58.54
2018-03-31 $5.8M 99k 58.37
2017-12-31 $3.9M 66k 59.15

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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