iShares S&P Cal AMTFr Mncpl Bnd shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group 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 Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 6.2k | 57.04 |
| 2025-06-30 | $907k | 16k | 55.74 |
| 2025-03-31 | $1.0M | 18k | 56.27 |
| 2024-12-31 | $1.1M | 19k | 57.28 |
| 2024-09-30 | $1.2M | 20k | 58.11 |
| 2024-06-30 | $1.2M | 21k | 56.88 |
| 2024-03-31 | $1.3M | 23k | 57.54 |
| 2023-12-31 | $1.5M | 26k | 57.93 |
| 2023-09-30 | $1.5M | 28k | 54.84 |
| 2023-06-30 | $1.7M | 29k | 56.95 |
| 2023-03-31 | $1.9M | 33k | 57.42 |
| 2022-12-31 | $2.0M | 35k | 56.11 |
| 2022-09-30 | $2.0M | 37k | 54.20 |
| 2022-06-30 | $3.0M | 51k | 58.18 |
| 2022-03-31 | $3.0M | 51k | 58.18 |
| 2021-12-31 | $2.8M | 46k | 62.32 |
| 2021-09-30 | $2.5M | 40k | 62.07 |
| 2021-06-30 | $886k | 14k | 62.58 |
| 2021-03-31 | $452k | 7.3k | 62.00 |
| 2020-12-31 | $481k | 7.7k | 62.82 |
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