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

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $378k 6.6k 56.88
2024-03-31 $374k 6.6k 56.38

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
EP Wealth Advisors
Bank of America Corporation
Mariner Wealth Advisors
Bailard
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
Facet Wealth
First Foundation Advisors
Envestnet Asset Management
Raub Brock Capital Management
Orin Green Financial
Jpmorgan Chase & Co

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