iShares S&P Cal AMTFr Mncpl Bnd shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management 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 Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $973k | 17k | 57.28 |
| 2024-09-30 | $988k | 17k | 58.11 |
| 2024-06-30 | $967k | 17k | 56.88 |
| 2024-03-31 | $978k | 17k | 57.54 |
| 2023-12-31 | $632k | 11k | 57.94 |
| 2023-09-30 | $391k | 7.1k | 54.84 |
| 2023-06-30 | $398k | 7.0k | 56.95 |
| 2023-03-31 | $402k | 7.0k | 57.42 |
| 2022-06-30 | $516k | 9.1k | 56.41 |
| 2022-03-31 | $869k | 15k | 58.17 |
| 2021-12-31 | $510k | 8.2k | 62.37 |
More positions owned by Topel & Distasi Wealth Management
View all positions for Topel & Distasi Wealth Management
Top funds holding iShares S&P Cal AMTFr Mncpl Bnd
View all funds holding iShares S&P Cal AMTFr Mncpl Bnd