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iShares S&P Cal AMTFr Mncpl Bnd shares owned by NewFocus Financial

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

Historical chart of NewFocus Financial 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 NewFocus Financial 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $17M 277k 62.83
2020-09-30 $19M 307k 62.39
2020-06-30 $20M 320k 62.16
2020-03-31 $4.1M 67k 60.52
2019-12-31 $922k 15k 61.20
2019-09-30 $940k 15k 61.27
2019-06-30 $930k 15k 60.61
2019-03-31 $914k 15k 59.57
2018-12-31 $2.0M 35k 58.45
2016-12-31 $5.2M 45k 115.49
2015-12-31 $1.0M 8.7k 118.17
2015-09-30 $102k 869 117.38

More positions owned by NewFocus Financial

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Cintas Corporation (CTAS)
Lowe's Companies (LOW)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for NewFocus Financial

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
UBS Group
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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