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

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

Historical chart of Emergent 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 Emergent 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 Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 4.7k 57.04
2025-06-30 $264k 4.7k 55.74
2025-03-31 $267k 4.7k 56.28
2024-12-31 $258k 4.5k 57.28

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Emergent Wealth Advisors

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