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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning 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 Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 6.3k 56.86

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)
SPDR Gold MiniShares Exchange Traded Fund (TIPX)
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Invesco QQQ Exchange Traded Fund (QQQ)
Vanguard Small-Cap Value Exchange Traded Fund (VBR)
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)
Vanguard Value Exchange Traded Fund (VTV)
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)
Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Morgan Stanley
Bank of America Corporation
Facet Wealth
Syon Capital
Bailard
EP Wealth Advisors
LPL Financial
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company

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