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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Lincoln National

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

Historical chart of Lincoln National 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 Lincoln National 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 Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 58k 57.54
2023-12-31 $3.3M 58k 57.94
2023-09-30 $3.3M 60k 54.84
2023-06-30 $3.0M 53k 56.95
2023-03-31 $3.0M 52k 57.42
2022-12-31 $1.7M 31k 56.11
2022-09-30 $3.5M 64k 54.22
2022-06-30 $6.0M 107k 56.46
2022-03-31 $3.1M 53k 58.19
2021-12-31 $3.0M 48k 62.32
2021-09-30 $3.2M 52k 62.08
2021-06-30 $3.1M 50k 62.63
2021-03-31 $3.3M 54k 62.13
2020-12-31 $3.7M 59k 62.83
2020-09-30 $3.7M 59k 62.39
2020-06-30 $3.0M 48k 62.15
2020-03-31 $2.7M 44k 60.52
2019-12-31 $895k 15k 61.23
2019-09-30 $841k 14k 61.29
2019-06-30 $839k 14k 60.64
2019-03-31 $823k 14k 59.56
2018-12-31 $336k 5.8k 58.42
2018-09-30 $1.3M 22k 58.00
2018-06-30 $1.3M 22k 58.54
2018-03-31 $1.4M 23k 58.39
2017-12-31 $354k 6.0k 59.22

More positions owned by Lincoln National

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Lincoln National

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