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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 6.1k 57.04
2025-06-30 $339k 6.1k 55.74

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Agrgte (SPAB)
Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Bailard
Facet Wealth
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada

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