EP Wealth Advisors, LLC

Position in CMF — iShares California Muni Bond ETF

CIK 1540569 TORRANCE, CA

All Filings in CMF

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-06-30 CMF	$66,609,913	1,195,011	-6.2%	Shares	Sole	2025-08-14
2025-03-31 CMF	$71,728,353	1,274,491	-10.4%	Shares	Sole	2025-05-15
2024-12-31 CMF	$81,508,179	1,422,978	+8.7%	Shares	Sole	2025-02-14
2024-09-30 CMF	$76,078,483	1,309,215	+2.8%	Shares	Sole	2024-11-15
2024-06-30 CMF	$72,448,624	1,273,710	+0.9%	Shares	Sole	2024-08-19
2024-03-31 CMF	$72,652,765	1,262,648	-0.3%	Shares	Sole	2024-05-14
2023-12-31 CMF	$73,368,089	1,266,277	+191.2%	Shares	Sole	2024-02-28
2023-09-30 CMF	$23,846,241	434,833	+23202.9%	Shares	Sole	2023-11-24
2023-06-30 CMF	$106,268	1,866	-95.6%	Shares	Sole	2023-08-14
2023-03-31 CMF	$2,451,259	42,690	-77.6%	Shares	Sole	2023-06-05
2022-12-31 CMF	$10,671,224	190,184	-27.3%	Shares	Sole	2023-06-12
2022-09-30 CMF	$14,178,801	261,505	-31.5%	Shares	Sole	2022-12-02
2022-06-30 CMF	$21,566,929	381,986	+3.2%	Shares	Sole	2022-08-11
2022-03-31 CMF	$21,536,374	370,168	+49.1%	Shares	Sole	2022-05-20
2021-12-31 CMF	$15,479,406	248,346	+0.1%	Shares	Sole	2022-02-17
2021-09-30 CMF	$15,397,578	248,028	-4.1%	Shares	Sole	2021-11-23
2021-06-30 CMF	$16,190,588	258,553	-15.8%	Shares	Sole	2021-08-24
2021-03-31 CMF	$19,075,499	307,075	+690.5%	Shares	Sole	2021-05-17
2020-12-31 CMF	$2,440,819	38,848	+37.2%	Shares	Sole	2021-02-18
2020-09-30 CMF	$1,766,947	28,321	-14.8%	Shares	Sole	2020-11-17
2020-06-30 CMF	$2,065,266	33,225	-12.3%	Shares	Sole	2020-08-14
2020-03-31 CMF	$2,292,316	37,877	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.