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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in iShares S&P Cal AMTFr Mncpl Bnd

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All positions including iShares S&P Cal AMTFr Mncpl Bnd held by Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 19k 58.11
2024-06-30 $588k 10k 56.88
2024-03-31 $593k 10k 57.54
2023-12-31 $389k 6.7k 57.94
2023-09-30 $371k 6.8k 54.84
2023-06-30 $384k 6.7k 56.95
2023-03-31 $518k 9.0k 57.42
2022-12-31 $506k 9.0k 56.11
2022-09-30 $204k 3.8k 54.21
2022-06-30 $212k 3.7k 56.59
2022-03-31 $217k 3.7k 58.18
2021-12-31 $232k 3.7k 62.35
2021-09-30 $230k 3.7k 62.11
2021-06-30 $231k 3.7k 62.60
2021-03-31 $217k 3.5k 62.27
2020-12-31 $228k 3.6k 62.74
2020-09-30 $225k 3.6k 62.28
2020-06-30 $222k 3.6k 62.17
2020-03-31 $6.0k 100 60.00
2019-12-31 $18k 290 62.07
2019-09-30 $16k 268 59.70
2019-06-30 $12k 190 63.16
2019-03-31 $11k 190 57.89
2018-12-31 $11k 190 57.89
2018-09-30 $11k 190 57.89
2018-06-30 $11k 190 57.89
2018-03-31 $11k 190 57.89
2017-12-31 $11k 190 57.89
2017-09-30 $11k 95 115.79

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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