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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
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 Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Facet Wealth

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Adviser Investments
Orin Green Financial
Royal Bank of Canada

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