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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Asset Planning

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

Historical chart of Asset Planning 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 Asset Planning 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 Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 700 57.04
2025-06-30 $39k 700 55.74
2025-03-31 $39k 700 56.28
2024-12-31 $40k 700 57.28

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Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Morgan Stanley
Bailard
Facet Wealth
EP Wealth Advisors
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