Elm Advisors »

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

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

Historical chart of Elm 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $976k 17k 58.18
2021-12-31 $1.0M 17k 62.35
2021-09-30 $1.0M 17k 62.05
2021-06-30 $1.0M 17k 62.65
2021-03-31 $1.0M 17k 62.11
2020-12-31 $1.4M 22k 62.83
2020-09-30 $1.4M 22k 62.39
2020-06-30 $1.4M 22k 62.17
2020-03-31 $1.3M 22k 60.50
2019-12-31 $1.3M 22k 61.23
2019-09-30 $1.3M 22k 61.26
2019-06-30 $1.3M 21k 60.62
2019-03-31 $1.3M 22k 59.58
2018-12-31 $1.3M 22k 58.42
2018-09-30 $227k 3.9k 57.98
2018-06-30 $229k 3.9k 58.49

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Brio Consultants

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