Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares S&P Cal AMTFr Mncpl Bnd shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 26k 57.28
2024-09-30 $1.4M 24k 58.11
2024-06-30 $1.3M 24k 56.88
2024-03-31 $1.5M 26k 57.54
2023-12-31 $1.7M 30k 57.94
2023-09-30 $1.4M 25k 54.84
2023-06-30 $1.8M 31k 56.95
2023-03-31 $1.9M 32k 57.42
2022-12-31 $2.1M 37k 56.11
2022-09-30 $2.1M 39k 54.23
2022-06-30 $2.8M 49k 56.46
2022-03-31 $943k 16k 58.15
2021-12-31 $656k 11k 62.32
2021-09-30 $596k 9.6k 62.04
2021-06-30 $779k 12k 62.65
2021-03-31 $845k 14k 62.13
2020-12-31 $992k 16k 62.80
2020-09-30 $919k 15k 62.39
2020-06-30 $560k 9.0k 62.19
2020-03-31 $644k 11k 60.57
2019-12-31 $563k 9.2k 61.21
2019-09-30 $504k 8.2k 61.31
2018-09-30 $250k 4.3k 58.05
2017-03-31 $233k 2.0k 116.44
2016-12-31 $301k 2.6k 115.50
2014-12-31 $236k 2.0k 117.65
2014-09-30 $233k 2.0k 116.50
2014-06-30 $231k 2.0k 115.85
2014-03-31 $225k 2.0k 113.18
2013-12-31 $216k 2.0k 109.04
2013-09-30 $262k 2.4k 109.03
2013-06-30 $255k 2.4k 107.96

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
UBS Group
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Life Planning Partners
Envestnet Asset Management
Royal Bank of Canada

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