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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment 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 Resources Investment 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 Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 175k 58.11
2024-06-30 $10M 177k 56.88
2024-03-31 $812k 14k 57.54
2023-09-30 $634k 12k 54.84
2023-06-30 $655k 12k 56.95
2023-03-31 $657k 11k 57.42
2022-12-31 $640k 11k 56.11

More positions owned by Resources Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr U.s. Tech Etf (IYW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Resources Investment Advisors

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
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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