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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 40k 57.64
2022-03-31 $221k 3.5k 62.32
2021-12-31 $221k 3.5k 62.32
2021-09-30 $428k 6.9k 62.10
2021-06-30 $223k 3.5k 62.89
2021-03-31 $220k 3.5k 62.04
2020-06-30 $12k 200 60.00

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View all positions for Private Advisor

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Sixth Street Partners Management Company
Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Facet Wealth
FMR
EP Wealth Advisors
Syon Capital
LPL Financial
Bailard
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Jpmorgan Chase & Co

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