Morton Capital Management »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Morton Capital Management

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

Historical chart of Morton Capital Management 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 Morton Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 3.5k 58.12
2024-06-30 $200k 3.5k 56.88
2024-03-31 $236k 4.1k 57.54
2023-12-31 $237k 4.1k 57.94

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Morton Capital Management

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