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iShares S&P Cal AMTFr Mncpl Bnd shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 24k 57.04
2024-12-31 $450k 7.9k 57.28
2024-09-30 $305k 5.3k 58.11

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Metropcs Communications (TMUS)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr Series Trust Aerospace Def (XAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for WESPAC Advisors SoCal

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