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

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

Historical chart of Facet Wealth investment in iShares S&P Cal AMTFr Mncpl Bnd

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All positions including iShares S&P Cal AMTFr Mncpl Bnd held by Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $79M 1.4M 57.04
2025-06-30 $71M 1.3M 55.44
2025-03-31 $57M 1.0M 55.51
2024-12-31 $65M 1.1M 56.93
2024-09-30 $57M 992k 57.06
2024-06-30 $34M 584k 57.35
2024-03-31 $27M 464k 57.09
2023-12-31 $17M 289k 57.54
2023-09-30 $14M 260k 54.09
2023-06-30 $16M 274k 56.55

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Facet Wealth

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