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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

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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
2024-03-31 $236k 4.1k 57.54
2023-12-31 $237k 4.1k 57.94

More positions owned by Morton Capital Management

Vaneck Merk Gold Tr Gold Trust (OUNZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Gold Tr Ishares New (IAU)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital 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
Bailard
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Facet Wealth
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Orin Green Financial

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