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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 52k 57.54
2023-12-31 $2.7M 47k 57.94

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Bailard
Tiaa Trust, National Association
Wells Fargo & Company
First Foundation Advisors
Mercer Global Advisors
Facet Wealth
Manhattan West Asset Management
Raub Brock Capital Management
Slow Capital
Orin Green Financial

View all funds holding iShares S&P Cal AMTFr Mncpl Bnd