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

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

Historical chart of HCR 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 HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 23k 58.11
2024-06-30 $1.3M 23k 56.88
2024-03-31 $1.3M 23k 57.54
2023-12-31 $1.4M 25k 57.94
2023-09-30 $1.1M 20k 54.84
2023-06-30 $1.3M 23k 56.95
2023-03-31 $1.4M 24k 57.42
2022-12-31 $1.3M 23k 56.11
2022-09-30 $1.2M 23k 54.24
2022-06-30 $1.3M 23k 56.45
2022-03-31 $1.4M 25k 58.20
2021-12-31 $1.4M 23k 62.35
2021-09-30 $1.5M 24k 62.08
2021-06-30 $1.5M 25k 62.64
2021-03-31 $1.6M 26k 62.12
2020-12-31 $1.5M 24k 62.81
2020-09-30 $1.4M 23k 62.32
2020-06-30 $1.3M 20k 62.03
2020-03-31 $1.2M 20k 60.51
2019-12-31 $1.2M 20k 61.25
2019-09-30 $1.0M 17k 61.27
2019-06-30 $984k 16k 60.63
2019-03-31 $1.1M 18k 59.57
2018-12-31 $1.1M 18k 58.43
2018-09-30 $1.1M 19k 57.31
2018-06-30 $1.1M 18k 58.53
2018-03-31 $1.1M 18k 58.37
2017-12-31 $1.1M 19k 59.17
2017-09-30 $1.2M 9.7k 118.48
2017-06-30 $1.1M 9.7k 117.66
2017-03-31 $1.1M 9.9k 116.29
2016-12-31 $1.2M 10k 115.51

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Brio Consultants

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