iShares S&P Cal AMTFr Mncpl Bnd shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares S&P Cal AMTFr Mncpl Bnd
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Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 4.4k | 57.60 |
| 2025-06-30 | $250k | 4.5k | 55.44 |
| 2025-03-31 | $640k | 11k | 56.28 |
| 2024-12-31 | $651k | 11k | 57.28 |
| 2024-09-30 | $660k | 11k | 58.11 |
| 2024-06-30 | $497k | 8.7k | 56.88 |
| 2024-03-31 | $297k | 5.2k | 57.54 |
| 2023-12-31 | $299k | 5.2k | 57.94 |
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