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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 195k 58.11
2024-06-30 $11M 189k 56.88
2024-03-31 $9.4M 163k 57.54
2023-12-31 $6.7M 116k 57.94
2023-09-30 $6.3M 114k 54.84
2023-06-30 $5.5M 96k 56.95
2023-03-31 $5.2M 91k 57.43
2022-12-31 $4.3M 77k 56.11
2022-09-30 $3.2M 57k 56.46
2022-06-30 $3.2M 57k 56.46
2022-03-31 $4.5M 77k 58.18
2021-12-31 $5.5M 89k 62.33
2021-09-30 $4.7M 76k 62.08
2021-06-30 $4.4M 70k 62.62
2021-03-31 $3.7M 60k 62.12
2020-12-31 $3.8M 60k 62.84
2020-09-30 $3.4M 54k 62.40
2020-06-30 $3.5M 56k 62.16
2020-03-31 $3.9M 64k 60.51
2019-12-31 $5.1M 83k 61.23
2019-09-30 $4.5M 75k 60.64
2019-06-30 $4.5M 75k 60.64
2019-03-31 $3.8M 64k 59.59
2018-12-31 $4.7M 81k 58.45
2018-09-30 $4.9M 85k 57.99
2018-06-30 $4.6M 79k 58.54
2018-03-31 $5.3M 92k 57.91
2017-12-31 $4.4M 75k 59.15
2017-09-30 $4.2M 36k 118.50
2017-06-30 $4.1M 35k 117.70
2017-03-31 $3.8M 33k 116.32
2016-12-31 $4.0M 35k 115.47
2016-09-30 $4.2M 35k 120.69
2016-06-30 $4.7M 39k 122.05
2016-03-31 $4.2M 36k 119.31
2015-12-31 $4.2M 36k 118.14
2015-09-30 $4.2M 35k 117.35
2015-06-30 $3.4M 29k 115.54
2015-03-31 $1.7M 15k 118.25
2014-12-31 $25k 213 117.37

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

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