iShares S&P Cal AMTFr Mncpl Bnd shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in iShares S&P Cal AMTFr Mncpl Bnd
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Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $268k | 4.6k | 58.11 |
| 2024-06-30 | $310k | 5.4k | 56.88 |
| 2024-03-31 | $354k | 6.2k | 57.54 |
| 2023-12-31 | $357k | 6.2k | 57.94 |
| 2023-09-30 | $319k | 5.8k | 54.84 |
| 2023-06-30 | $379k | 6.6k | 56.95 |
| 2023-03-31 | $423k | 7.4k | 57.42 |
| 2022-12-31 | $420k | 7.5k | 56.11 |
| 2022-09-30 | $408k | 7.5k | 54.20 |
| 2022-06-30 | $428k | 7.6k | 56.45 |
| 2022-03-31 | $536k | 9.2k | 58.18 |
| 2021-12-31 | $709k | 11k | 62.37 |
| 2021-09-30 | $750k | 12k | 62.07 |
| 2021-06-30 | $577k | 9.2k | 62.66 |
| 2021-03-31 | $686k | 11k | 62.08 |
| 2020-12-31 | $644k | 10k | 62.82 |
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