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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

Tip: Access up to 7 years of quarterly data

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
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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for West Wealth Group

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Brio Consultants

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