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

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

Historical chart of Journey Strategic 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 Journey Strategic 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 18k 58.11
2024-06-30 $1.1M 19k 56.88
2024-03-31 $974k 17k 57.54
2023-12-31 $808k 14k 57.94
2023-09-30 $1.9M 35k 54.84
2023-06-30 $1.5M 26k 56.95
2023-03-31 $1.6M 28k 57.42
2022-12-31 $1.8M 32k 56.11

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Pepsi (PEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic 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