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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

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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
2024-09-30 $630k 11k 57.50

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Pacer Us Small (CALF)
Amplify Etf Tr Amplify Cybersec (HACK)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Brio Consultants

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