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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Two West Capital Advisors

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

Historical chart of Two West Capital Advisors 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 Two West Capital Advisors 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 Two West Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $757k 13k 57.62
2025-06-30 $727k 13k 55.30
2025-03-31 $382k 7.0k 54.68
2024-12-31 $300k 5.2k 57.28

More positions owned by Two West Capital Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Two West Capital Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Morgan Stanley
Bailard
Facet Wealth
EP Wealth Advisors
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

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