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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Pepsi (PEP)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Walt Disney Company (DIS)

View all positions for Journey Strategic Wealth

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Adviser Investments
Orin Green Financial
Royal Bank of Canada

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