Freestone Capital Holdings »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Freestone Capital Holdings

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

Historical chart of Freestone Capital Holdings 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 Freestone Capital Holdings 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 Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.7M 68k 54.84
2023-06-30 $3.4M 60k 56.95
2023-03-31 $2.8M 50k 57.42
2022-12-31 $2.8M 49k 56.11
2022-09-30 $3.1M 58k 54.21
2022-06-30 $2.6M 46k 56.46
2022-03-31 $2.4M 42k 58.18
2021-09-30 $337k 5.4k 62.13

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Nike CL B (NKE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation Put Option (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

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