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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in CMF — iShares California Muni Bond ETF

CIK 1463217 IRVING, TX
Back to CMF Full portfolio

All Filings in CMF

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 CMF $1,305,505 22,960
2025-12-31 CMF $1,152,302 20,054
2025-09-30 CMF $1,145,876 20,089
2025-06-30 CMF $2,430,264 43,600
2025-03-31 CMF $5,699,475 101,270
2024-12-31 CMF $4,921,497 85,920
2024-09-30 CMF $5,117,166 88,060
2024-06-30 CMF $4,112,594 72,303
2024-03-31 CMF $3,225,749 56,061
2023-12-31 CMF $3,612,848 62,355
2023-09-30 CMF $8,807,358 160,601
2023-06-30 CMF $9,047,817 158,873
2023-03-31 CMF $8,169,200 142,271
2022-12-31 CMF $7,976,878 142,165
2022-09-30 CMF $4,470,547 82,452
2022-06-30 CMF $2,595,296 45,967
2022-03-31 CMF $1,635,788 28,116
2021-12-31 CMF $1,689,392 27,104
2021-09-30 CMF $1,888,721 30,424
2021-06-30 CMF $2,023,753 32,318
2021-03-31 CMF $1,946,840 31,340
2020-12-31 CMF $2,861,655 45,546
2020-09-30 CMF $2,744,598 43,991
2020-06-30 CMF $1,347,690 21,681
2020-03-31 CMF $1,130,211 18,675