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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Elm Advisors

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

Historical chart of Elm Advisors 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $976k 17k 58.18
2021-12-31 $1.0M 17k 62.35
2021-09-30 $1.0M 17k 62.05
2021-06-30 $1.0M 17k 62.65
2021-03-31 $1.0M 17k 62.11
2020-12-31 $1.4M 22k 62.83
2020-09-30 $1.4M 22k 62.39
2020-06-30 $1.4M 22k 62.17
2020-03-31 $1.3M 22k 60.50
2019-12-31 $1.3M 22k 61.23
2019-09-30 $1.3M 22k 61.26
2019-06-30 $1.3M 21k 60.62
2019-03-31 $1.3M 22k 59.58
2018-12-31 $1.3M 22k 58.42
2018-09-30 $227k 3.9k 57.98
2018-06-30 $229k 3.9k 58.49

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

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