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iShares S&P Cal AMTFr Mncpl Bnd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in iShares S&P Cal AMTFr Mncpl Bnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Cal AMTFr Mncpl Bnd held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 56k 57.54
2023-12-31 $3.6M 62k 57.94
2023-09-30 $8.8M 161k 54.84
2023-06-30 $9.0M 159k 56.95
2023-03-31 $8.2M 142k 57.42
2022-12-31 $8.0M 142k 56.11
2022-09-30 $4.5M 83k 54.23
2022-06-30 $2.6M 46k 56.45
2022-03-31 $1.6M 28k 58.19
2021-12-31 $1.7M 27k 62.32
2021-09-30 $1.9M 30k 62.09
2021-06-30 $2.0M 32k 62.63
2021-03-31 $1.9M 31k 62.13
2020-12-31 $2.9M 46k 62.84
2020-09-30 $2.7M 44k 62.40
2020-06-30 $1.3M 22k 62.17
2020-03-31 $1.1M 19k 60.51
2019-12-31 $1.2M 20k 61.23
2019-09-30 $1.1M 18k 61.29
2019-06-30 $1.0M 17k 60.66
2019-03-31 $781k 13k 59.58
2018-12-31 $555k 9.5k 58.47
2018-09-30 $388k 6.7k 57.93
2018-06-30 $266k 4.6k 58.45
2018-03-31 $263k 4.5k 58.31
2016-06-30 $375k 3.1k 121.91
2016-03-31 $342k 2.9k 119.29
2015-12-31 $760k 6.4k 118.12
2015-09-30 $661k 5.6k 117.32
2015-06-30 $409k 3.5k 115.50

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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