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

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

Historical chart of West Wealth Group 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 West Wealth 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 228k 57.34
2025-06-30 $13M 240k 55.60
2025-03-31 $12M 206k 56.27
2024-12-31 $11M 192k 57.28
2024-09-30 $8.5M 146k 58.11
2024-06-30 $7.4M 130k 56.88
2024-03-31 $7.4M 128k 57.54

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

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