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

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

Historical chart of One Capital 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 One 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 One Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 27k 58.11
2024-06-30 $1.1M 19k 56.88
2023-12-31 $730k 13k 57.94
2023-09-30 $706k 13k 54.84
2023-06-30 $734k 13k 56.95
2023-03-31 $740k 13k 57.42
2022-12-31 $728k 13k 56.11
2022-09-30 $703k 13k 54.16
2022-06-30 $220k 3.9k 56.41
2022-03-31 $1.1M 20k 58.13
2021-12-31 $1.5M 24k 62.32
2021-09-30 $1.6M 26k 62.05
2021-06-30 $1.6M 26k 62.61
2021-03-31 $1.7M 27k 62.10
2020-12-31 $1.7M 28k 62.82
2020-09-30 $1.7M 27k 62.37
2020-06-30 $2.1M 34k 62.17
2020-03-31 $2.3M 37k 60.53
2019-12-31 $2.8M 46k 61.22
2019-09-30 $3.0M 49k 61.28
2019-06-30 $2.9M 48k 60.64
2019-03-31 $3.1M 53k 59.59
2018-12-31 $3.2M 54k 58.44
2018-09-30 $2.6M 44k 57.99
2018-06-30 $2.3M 40k 58.54
2018-03-31 $2.1M 37k 58.37
2017-12-31 $2.1M 36k 59.14
2017-09-30 $1.9M 16k 118.52
2015-06-30 $350k 3.0k 115.51

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
FundX ETF Fundx Etf (XCOR)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Ishr Broad Usd H/y Cp Etf Broad Usd High (USHY)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
FundX Flexible ETF Flexible Etf (XFLX)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)
Ishares Russ 1000 Gwt Ind Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Ishares S&p Sc 600 Gw Ind S&P SML 600 GWT (IJT)
Ishares S&p Sc 600val Ind Sp Smcp600vl Etf (IJS)

View all positions for One 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