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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Personal Capital Advisors

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

Historical chart of Personal Capital Advisors 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 Personal Capital Advisors 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 Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.2M 21k 56.11
2022-09-30 $1.2M 21k 54.21
2022-06-30 $1.2M 21k 56.44
2022-03-31 $1.2M 20k 58.17
2021-12-31 $1.2M 19k 62.45
2021-09-30 $1.5M 25k 62.06
2021-06-30 $1.5M 23k 62.60
2021-03-31 $1.5M 24k 62.12
2020-12-31 $1.0M 16k 62.83
2020-09-30 $1.3M 21k 62.41
2020-06-30 $863k 14k 62.18
2020-03-31 $842k 14k 60.51
2019-12-31 $831k 14k 61.24
2019-09-30 $684k 11k 61.26
2019-06-30 $611k 10k 60.64
2019-03-31 $555k 9.3k 59.57
2018-12-31 $443k 7.6k 58.45
2018-09-30 $469k 8.1k 58.04
2018-06-30 $360k 6.2k 58.54
2018-03-31 $304k 5.2k 58.43
2017-12-31 $264k 4.5k 59.07
2017-09-30 $245k 2.1k 118.59

More positions owned by Personal Capital Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Personal Capital Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
LPL Financial
Bailard
Tiaa Trust, National Association
Wells Fargo & Company
First Foundation Advisors
Mercer Global Advisors
Facet Wealth
Manhattan West Asset Management
Raub Brock Capital Management
Slow Capital

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