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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies 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 Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.2M 73k 56.95
2023-03-31 $4.2M 73k 57.42
2022-12-31 $4.1M 73k 56.11
2022-09-30 $819k 15k 54.22
2022-06-30 $853k 15k 56.48
2022-03-31 $951k 16k 58.16
2021-12-31 $1.0M 16k 62.32
2021-09-30 $1.0M 16k 62.08
2021-06-30 $1.0M 16k 62.63
2021-03-31 $1.0M 16k 62.14
2020-12-31 $1.0M 16k 62.81
2020-09-30 $1.0M 16k 62.38
2020-06-30 $1.0M 16k 62.14
2020-03-31 $990k 16k 60.55
2019-12-31 $1.2M 20k 61.23
2019-09-30 $1.2M 20k 61.28
2019-06-30 $1.2M 20k 60.63
2019-03-31 $1.2M 20k 59.57
2018-12-31 $1.2M 20k 58.46
2018-09-30 $1.1M 20k 58.00
2018-06-30 $1.2M 20k 58.56
2018-03-31 $1.1M 18k 58.39
2017-12-31 $1.1M 18k 59.15
2017-09-30 $1.3M 11k 118.47
2017-06-30 $2.1M 17k 117.67
2017-03-31 $1.8M 15k 116.34
2016-12-31 $3.9M 34k 115.49

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
UBS Group
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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