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

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 113k 57.54
2023-12-31 $6.6M 114k 57.94
2023-09-30 $7.6M 138k 54.84
2023-06-30 $7.6M 133k 56.95
2023-03-31 $7.8M 136k 57.42
2022-12-31 $7.7M 137k 56.11
2022-09-30 $12M 229k 54.22
2022-06-30 $13M 234k 56.46
2022-03-31 $55M 943k 58.18
2021-12-31 $55M 879k 62.33
2021-09-30 $48M 769k 62.08
2021-06-30 $52M 822k 62.62
2021-03-31 $52M 837k 62.12
2020-12-31 $53M 849k 62.83
2020-09-30 $54M 871k 62.39
2020-06-30 $53M 858k 62.16
2020-03-31 $56M 929k 60.52
2019-12-31 $55M 901k 61.23
2019-09-30 $56M 907k 61.28
2019-06-30 $56M 927k 60.64
2019-03-31 $61M 1.0M 59.59
2018-12-31 $67M 1.1M 58.44
2018-09-30 $27M 460k 57.99
2018-06-30 $29M 498k 58.54
2018-03-31 $36M 609k 58.37
2017-12-31 $36M 602k 59.15
2017-09-30 $36M 302k 118.51
2017-06-30 $36M 303k 117.69
2017-03-31 $36M 310k 116.31
2016-12-31 $46M 395k 115.48
2016-09-30 $1.1M 8.8k 120.65
2016-06-30 $571k 4.7k 122.09
2016-03-31 $407k 3.4k 119.35
2015-12-31 $366k 3.1k 118.10
2015-09-30 $372k 3.2k 117.35

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

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