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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
2024-12-31 $625k 11k 57.28
2024-09-30 $634k 11k 58.11
2024-06-30 $621k 11k 56.88
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)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Acwi Ex Us Etf (ACWX)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vanguard Reit Index Etf Etf (VNQ)
Schwab International Equity Etf Etf (SCHF)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Exxon Mobil Corp Stock (XOM)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)

View all positions for VERITY Wealth Advisors

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
FMR
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management

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