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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

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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
2024-03-31 $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

Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
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 Fd Of Bu (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)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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 Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Adviser Investments
Orin Green Financial
Royal Bank of Canada

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