Traverso Chambers Private Wealth Management »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Traverso Chambers Private Wealth Management

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

Historical chart of Traverso Chambers Private 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 Traverso Chambers Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Traverso Chambers Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 21k 57.94
2023-09-30 $1.2M 21k 54.84
2023-06-30 $1.2M 21k 56.95
2023-03-31 $1.2M 21k 57.42
2022-12-31 $1.1M 20k 56.11
2022-09-30 $1.1M 20k 54.24
2022-06-30 $1.2M 20k 56.44
2022-03-31 $1.2M 20k 58.16
2021-12-31 $1.3M 20k 62.33
2021-09-30 $1.3M 20k 62.09
2021-06-30 $1.3M 20k 62.64
2021-03-31 $1.3M 20k 62.11
2020-12-31 $1.3M 20k 62.85
2020-09-30 $1.3M 20k 62.38
2020-06-30 $1.3M 20k 62.14
2020-03-31 $1.2M 20k 60.51
2019-12-31 $1.2M 20k 61.22
2019-09-30 $1.2M 20k 61.28
2019-06-30 $1.2M 19k 60.65
2019-03-31 $1.1M 19k 59.60
2018-12-31 $1.4M 24k 58.45

More positions owned by Traverso Chambers Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wisdomtree Tr Us Largecap Divd (DLN)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Traverso Chambers Private Wealth 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