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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
2024-03-31 $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 Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Snowflake Cl A (SNOW)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
NVIDIA Corporation (NVDA)
Procore Technologies (PCOR)

View all positions for Vista Wealth Management Group

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Opes Wealth Management
Adviser Investments
Orin Green Financial

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