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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Fiduciary Financial Group

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

Historical chart of Fiduciary Financial Group 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 Fiduciary Financial Group 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 Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 27k 57.04
2025-06-30 $1.4M 25k 55.62
2025-03-31 $878k 16k 55.09

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Fiduciary Financial Group

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