SimpliFi »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by SimpliFi

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 26k 57.04
2025-06-30 $1.4M 26k 55.74
2025-03-31 $1.4M 25k 56.28
2024-12-31 $1.4M 24k 57.28
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 U S Etf Tr Inflation Hedg (LQDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SimpliFi

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Morgan Stanley
Bailard
Facet Wealth
EP Wealth Advisors
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

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