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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Vista Wealth Management Group

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

Historical chart of Vista Wealth Management Group 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 Vista Wealth Management Group 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $703k 12k 57.28
2024-09-30 $714k 12k 58.11
2024-06-30 $698k 12k 56.88
2024-03-31 $469k 8.2k 57.54
2023-12-31 $497k 8.6k 57.94
2023-09-30 $470k 8.6k 54.84

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ccc Intelligent Solutions Holdings (CCCS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nu Hldgs Ord Shs Cl A (NU)
Doordash Cl A (DASH)
NVIDIA Corporation (NVDA)
Datadog Cl A Com (DDOG)
Apple (AAPL)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
UBS Group
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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