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

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $744k 13k 57.54
2023-12-31 $750k 13k 57.94
2023-09-30 $769k 14k 56.95
2023-06-30 $769k 14k 56.95
2023-03-31 $758k 14k 56.11
2022-12-31 $758k 14k 56.11
2022-09-30 $732k 14k 54.20

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB 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