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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners 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 Sun Group Wealth Partners 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 4.4k 57.64

More positions owned by Sun Group Wealth Partners

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
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Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sun Group Wealth Partners

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Sixth Street Partners Management Company
Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Facet Wealth
FMR
EP Wealth Advisors
Syon Capital
LPL Financial
Bailard
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Jpmorgan Chase & Co

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