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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Traveka Wealth

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

Historical chart of Traveka Wealth 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 Traveka Wealth 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 Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 78k 58.11
2024-06-30 $4.6M 80k 56.88
2024-03-31 $5.4M 94k 57.54
2023-12-31 $5.3M 92k 57.94

More positions owned by Traveka Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Traveka Wealth

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