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

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

Historical chart of ERTS 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 ERTS 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 ERTS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $301k 5.4k 56.28
2024-12-31 $262k 4.6k 57.28

More positions owned by ERTS Wealth Advisors

Ishares Tr Broad Usd High (USHY)
Ishares Tr Core Msci Euro (IEUR)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust State Street Spd (SPTL)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Pac (IPAC)
Spdr Series Trust State Street Spd (SLYV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for ERTS Wealth Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Bailard
Facet Wealth
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada

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