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iShares S&P Cal AMTFr Mncpl Bnd shares owned by EP Wealth Advisors

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

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $76M 1.3M 58.11
2024-06-30 $72M 1.3M 56.88
2024-03-31 $73M 1.3M 57.54
2023-12-31 $73M 1.3M 57.94
2023-09-30 $24M 435k 54.84
2023-06-30 $13M 1.9k 7023.40
2023-03-31 $1.6M 43k 37.91
2022-12-31 $11M 190k 56.11
2022-09-30 $14M 262k 54.22
2022-06-30 $22M 382k 56.46
2022-03-31 $22M 370k 58.18
2021-12-31 $16M 248k 62.33
2021-09-30 $15M 248k 62.07
2021-06-30 $16M 259k 62.62
2021-03-31 $19M 307k 62.12
2020-12-31 $2.4M 39k 62.83
2020-09-30 $1.8M 28k 62.39
2020-06-30 $2.1M 33k 62.15
2020-03-31 $2.3M 38k 60.51
2019-12-31 $2.0M 32k 61.24
2019-09-30 $1.9M 30k 61.28
2019-06-30 $773k 13k 60.60
2018-09-30 $808k 14k 57.96
2017-06-30 $292k 2.5k 117.60
2017-03-31 $610k 5.2k 116.28
2015-09-30 $208k 1.8k 117.18