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

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

Historical chart of Wise Wealth Partners 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 Wise Wealth Partners 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 Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $333k 5.8k 57.04
2025-06-30 $323k 5.8k 55.74
2025-03-31 $302k 5.4k 56.28
2024-12-31 $306k 5.3k 57.28

More positions owned by Wise Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Dimensional Etf Trust Global Core Plus (DFGP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Wise Wealth Partners

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