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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Prosperitas Financial

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

Historical chart of Prosperitas Financial 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 Prosperitas Financial 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 Prosperitas Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $340k 6.3k 54.23
2024-06-30 $340k 6.3k 54.23
2024-03-31 $360k 6.3k 57.54
2023-12-31 $340k 6.3k 54.23
2023-09-30 $339k 6.2k 54.84

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Vanguard Index Fds Mid Cap Etf (VO)
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NVIDIA Corporation (NVDA)
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Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
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Meta Platforms Cl A (META)
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View all positions for Prosperitas Financial

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
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EP Wealth Advisors
Facet Wealth
Bailard
UBS Group
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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