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

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

Historical chart of LM Advisors 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $945k 16k 58.10
2024-03-31 $993k 17k 57.51
2023-12-31 $1.0M 17k 57.94

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Meta Platforms Inc Cl A Cl A (META)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Vanguard World Fd Health Car Etf Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

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