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
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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 |
|---|---|---|---|
| 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 |
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