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iShares S&P Cal AMTFr Mncpl Bnd shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 57k 57.28
2024-09-30 $3.8M 66k 58.11
2024-06-30 $3.4M 60k 56.88
2024-03-31 $938k 16k 57.54

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management

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