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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners investment in iShares S&P Cal AMTFr Mncpl Bnd

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All positions including iShares S&P Cal AMTFr Mncpl Bnd held by Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 179k 57.94
2023-09-30 $11M 196k 54.84
2023-06-30 $8.8M 155k 56.95
2023-03-31 $9.9M 172k 57.42
2022-12-31 $9.7M 173k 56.11
2022-09-30 $15M 274k 54.22
2022-06-30 $2.5M 45k 56.46
2022-03-31 $2.3M 39k 58.18
2021-12-31 $2.6M 41k 62.34
2021-09-30 $2.9M 47k 62.07
2021-06-30 $3.0M 47k 62.62
2021-03-31 $3.1M 50k 62.12
2020-12-31 $2.9M 46k 62.84
2020-09-30 $3.0M 48k 62.39
2020-06-30 $2.9M 46k 62.15
2020-03-31 $2.6M 43k 60.52
2019-12-31 $3.8M 63k 61.22
2019-09-30 $4.2M 69k 61.28
2019-06-30 $4.3M 71k 60.64
2019-03-31 $4.4M 74k 59.59
2018-12-31 $4.2M 71k 58.45
2018-09-30 $4.1M 71k 57.99
2018-06-30 $4.2M 71k 58.55
2018-03-31 $3.5M 30k 116.30
2017-12-31 $3.9M 65k 59.16
2017-09-30 $4.2M 36k 118.52
2017-06-30 $4.2M 36k 117.70
2017-03-31 $3.5M 30k 116.30
2016-12-31 $2.1M 18k 115.47
2016-09-30 $2.2M 18k 120.67
2016-06-30 $2.2M 18k 122.03
2016-03-31 $2.1M 18k 119.32

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Morgan Stanley
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Bailard
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
Facet Wealth
First Foundation Advisors
Envestnet Asset Management
Raub Brock Capital Management

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