Alan Leist III »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Alan Leist III

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

Historical chart of Alan Leist III 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 Alan Leist III 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 Alan Leist III

Quarter filed Position value Share count Share price at filing
2025-03-31 $754k 13k 56.28
2024-12-31 $392k 6.8k 57.28
2024-09-30 $398k 6.8k 58.11

More positions owned by Alan Leist III

Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Emng Mkts Eqt (EMGF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Msci Equal Weite (EUSA)

View all positions for Alan Leist III

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Bailard
Facet Wealth
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada

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