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

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 4.3k 57.54

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

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

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