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
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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 |
|---|---|---|---|
| 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 | 4.5k | 3427.43 |
| 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 |
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