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

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $292k 5.3k 54.84
2023-06-30 $300k 5.3k 56.95
2023-03-31 $301k 5.2k 57.42
2022-12-31 $293k 5.2k 56.11

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Ishares Tr Russell 2000 Etf (IWM)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
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NVIDIA Corporation (NVDA)
United Parcel Service CL B (UPS)
Apple (AAPL)
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Ishares Tr Rus Mid Cap Etf (IWR)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Westshore Wealth

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Wealthfront Advisers
FMR
Bailard
Facet Wealth
Syon Capital
LPL Financial
Mariner Wealth Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Royal Bank of Canada

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