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iShares S&P Cal AMTFr Mncpl Bnd shares owned by O'shaughnessy Asset Management

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

Historical chart of O'shaughnessy Asset 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 O'shaughnessy Asset 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 26k 57.54
2023-12-31 $1.1M 18k 57.94
2023-09-30 $787k 14k 54.84
2023-06-30 $802k 14k 56.95
2023-03-31 $755k 13k 57.42
2022-12-31 $291k 5.2k 56.11

More positions owned by O'shaughnessy Asset Management

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Builders FirstSource (BLDR)
Marathon Petroleum Corp (MPC)
JPMorgan Chase & Co. (JPM)
Altria (MO)
Eli Lilly & Co. (LLY)
Comcast Corp Cl A (CMCSA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Hartford Financial Services (HIG)

View all positions for O'shaughnessy Asset 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