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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 23k 57.04
2025-06-30 $747k 13k 55.74

More positions owned by Catalytic Wealth RIA

Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Airbnb Com Cl A (ABNB)
salesforce (CRM)
Atlassian Corporation Cl A (TEAM)
Broadcom (AVGO)
Samsara Com Cl A (IOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Visa Com Cl A (V)
Doordash Cl A (DASH)

View all positions for Catalytic Wealth RIA

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