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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Werba Rubin Papier Wealth Management

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

Historical chart of Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $847k 15k 57.54

More positions owned by Werba Rubin Papier Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Werba Rubin Papier Wealth Management

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