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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Patriot Wealth Management

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

Historical chart of Patriot Wealth 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 Patriot Wealth 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 Patriot Wealth Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $403k 6.9k 58.42
2018-09-30 $400k 6.9k 57.99
2018-06-30 $404k 6.9k 58.57
2018-03-31 $403k 6.9k 58.42
2017-12-31 $408k 6.9k 59.15

More positions owned by Patriot Wealth Management

Spdr S&p 500 Etf (SPY)
Ishares Core Intl Stock Etf core (IXUS)
iShares S&P 100 Index (OEF)
SPDR S&P MidCap 400 ETF (MDY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Consumer Staples Select Sect. SPDR (XLP)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Utilities SPDR (XLU)
Financial Select Sector SPDR (XLF)
iShares S&P US Pref Stock Idx Fnd (PFF)
Exxon Mobil Corporation (XOM)
Fidelity msci rl est etf (FREL)

View all positions for Patriot Wealth Management

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
Envestnet Asset Management
Royal Bank of Canada
Brio Consultants

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