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iShares S&P Cal AMTFr Mncpl Bnd shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2026-06-30 $438k 7.6k 57.64

More positions owned by WorthPointe

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Series Trust St Sho Treas Etf (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for WorthPointe

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Sixth Street Partners Management Company
Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Facet Wealth
FMR
EP Wealth Advisors
Syon Capital
LPL Financial
Bailard
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Jpmorgan Chase & Co

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