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iShares S&P Cal AMTFr Mncpl Bnd shares owned by SimpliFi

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 25k 58.11
2024-06-30 $1.4M 25k 56.88
2024-03-31 $1.4M 24k 57.54
2023-12-31 $1.5M 27k 54.84
2023-09-30 $1.5M 27k 54.84
2023-06-30 $1.5M 27k 56.95
2023-03-31 $942k 16k 57.42

More positions owned by SimpliFi

Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Distillate Us (DSTL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for SimpliFi

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Brio Consultants

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