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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Bell Investment Advisors

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

Historical chart of Bell Investment Advisors 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 Bell Investment 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 Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 59k 58.11
2024-03-31 $3.2M 55k 57.54
2023-12-31 $2.9M 51k 57.94
2023-09-30 $2.7M 49k 54.84
2023-06-30 $133k 2.3k 56.96

More positions owned by Bell Investment Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Flexshares Tr Iboxx 3r Targt (TDTT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Bell Investment Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
UBS Group
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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