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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Williams & Novak

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

Historical chart of Williams & Novak 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 Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 19k 57.04
2025-06-30 $967k 17k 55.74
2025-03-31 $2.4M 42k 56.27
2024-12-31 $2.6M 46k 57.28
2024-09-30 $2.9M 50k 58.11
2024-06-30 $3.0M 52k 56.88
2024-03-31 $2.6M 45k 57.94
2023-12-31 $2.6M 45k 57.94

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Pimco CA Municipal Income Fund (PCQ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Municipal Income Fund II (PML)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

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