Fullerton Advisors »

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

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

Historical chart of Fullerton 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 Fullerton Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Fullerton Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 88k 57.46

More positions owned by Fullerton Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust State Street Spd (SPTM)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Fullerton Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Facet Wealth
Bailard
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
Opes Wealth Management

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