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

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

Historical chart of Invera Wealth 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 Invera Wealth Advisors 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 Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $711k 13k 57.04
2025-06-30 $704k 13k 55.74
2025-03-31 $719k 13k 56.28
2023-12-31 $1.2M 21k 57.94

More positions owned by Invera Wealth Advisors

Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awre Usd Etf (SUSC)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
TJX Companies (TJX)

View all positions for Invera Wealth Advisors

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