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iShares S&P Cal AMTFr Mncpl Bnd shares owned by NDWM

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

Historical chart of NDWM 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 NDWM 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 NDWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 80k 57.04
2025-06-30 $5.4M 97k 55.74
2025-03-31 $2.5M 44k 56.28
2024-12-31 $716k 13k 57.28
2024-09-30 $432k 7.4k 58.11
2024-06-30 $423k 7.4k 56.88
2024-03-31 $428k 7.4k 57.54
2023-12-31 $431k 7.4k 57.94

More positions owned by NDWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Calif Mun Bd Etf (CMF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Select Sector Spdr Tr Technology (XLK)
Servicenow (NOW)

View all positions for NDWM

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Morgan Stanley
Bailard
Facet Wealth
EP Wealth Advisors
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

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