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
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

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

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 Advisory
EP Wealth Advisors
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Tiaa Trust, National Association
Wells Fargo & Company
Mercer Global Advisors
Manhattan West Asset Management
First Foundation Advisors
Raub Brock Capital Management
Slow Capital
Adviser Investments
Orin Green Financial
Royal Bank of Canada

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