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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 34k 57.46
2025-09-30 $728k 13k 57.04
2025-06-30 $712k 13k 55.74
2023-09-30 $1.1M 20k 54.84

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View all positions for Values Added Financial

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

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

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