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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

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

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