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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy Advisors 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 Atlas Legacy Advisors 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 201k 57.04
2025-06-30 $11M 204k 55.74
2025-03-31 $2.1M 37k 56.34
2024-12-31 $2.2M 38k 57.28

More positions owned by Atlas Legacy Advisors

Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

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