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

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

Historical chart of Instrumental Wealth 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 Instrumental 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $754k 13k 57.51
2025-06-30 $717k 13k 55.39
2025-03-31 $698k 13k 55.40
2024-12-31 $658k 12k 57.11
2024-09-30 $630k 11k 57.50

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)

View all positions for Instrumental 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