Certus Wealth Management »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth Management 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 Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 127k 57.04
2025-06-30 $7.9M 142k 55.74
2025-03-31 $7.9M 142k 55.64
2024-12-31 $8.0M 140k 56.98
2024-09-30 $7.4M 128k 58.11
2024-06-30 $7.2M 126k 56.88
2024-03-31 $6.6M 116k 56.95
2023-12-31 $4.2M 73k 57.94
2023-09-30 $2.7M 50k 54.84

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Certus Wealth Management

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