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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Altfest L J & Co

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

Historical chart of Altfest L J & Co 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 Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 6.2k 57.04
2025-06-30 $291k 5.2k 55.74
2025-03-31 $294k 5.2k 56.28
2024-12-31 $299k 5.2k 57.28
2024-09-30 $303k 5.2k 58.07

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World Gold Tr Spdr Gld Minis (GLDM)
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View all positions for Altfest L J & Co

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

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

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