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

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

Historical chart of Westfuller Advisors 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 Westfuller Advisors 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 Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 65k 57.28
2024-09-30 $3.7M 64k 58.11
2024-03-31 $3.6M 63k 57.54

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard World Esg Intl Stk Etf (VSGX)
Tidal Trust Iii Ywca Womens Etf (WOMN)
NVIDIA Corporation (NVDA)
Investment Managers Ser Tr I Axs Change Finan (CHGX)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Westfuller Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

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

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