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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Andrews, Lucia Wealth Management

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

Historical chart of Andrews, Lucia Wealth Management 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 Andrews, Lucia Wealth Management 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 Andrews, Lucia Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $242k 4.2k 57.64

More positions owned by Andrews, Lucia Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Andrews, Lucia Wealth Management

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Sixth Street Partners Management Company
Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Facet Wealth
FMR
EP Wealth Advisors
Syon Capital
LPL Financial
Bailard
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Jpmorgan Chase & Co

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