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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory 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 Investment Advisory 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 Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $663k 11k 58.11
2024-06-30 $648k 11k 56.88
2024-03-31 $656k 11k 57.54
2023-12-31 $661k 11k 57.94
2023-09-30 $625k 11k 54.84

More positions owned by Investment Advisory Group

Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Modert Alloc Etf (AOM)
Ishares Tr Conser Alloc Etf (AOK)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Investment Advisory Group

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