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iShares S&P Cal AMTFr Mncpl Bnd shares owned by VERITY Wealth Advisors

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

Historical chart of VERITY Wealth Advisors 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 VERITY Wealth Advisors 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 VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $628k 11k 57.54
2023-12-31 $1.1M 19k 57.94
2023-09-30 $1.0M 19k 54.84
2023-06-30 $1.1M 19k 56.95
2023-03-31 $1.1M 19k 57.42
2022-12-31 $1.1M 19k 56.11
2022-09-30 $1.0M 19k 54.24
2022-06-30 $1.1M 19k 56.48
2022-03-31 $1.1M 19k 58.18
2021-12-31 $1.2M 19k 62.33
2021-09-30 $1.2M 19k 62.06
2021-06-30 $1.2M 19k 62.60
2021-03-31 $1.2M 19k 62.12
2020-12-31 $1.2M 19k 62.81
2020-09-30 $1.2M 19k 62.38
2020-06-30 $1.2M 19k 62.17
2020-03-31 $1.1M 19k 60.52
2019-12-31 $1.1M 19k 61.21
2019-09-30 $1.2M 19k 61.27
2019-06-30 $1.1M 19k 60.62
2019-03-31 $1.1M 19k 59.60
2018-12-31 $1.1M 19k 58.42

More positions owned by VERITY Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse All-world Ex-us Etf (VEU)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Acwi Ex Us Etf (ACWX)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Schwab International Equity Etf Etf (SCHF)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Reit Index Etf Etf (VNQ)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Qualcomm Stock (QCOM)

View all positions for VERITY Wealth Advisors

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