EP Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.1M | Buy |
1,180,899
+9,918
| +0.8% | +$572K | 0.33% | 51 |
|
|
2025
Q4 | $67.3M | Buy |
+1,170,981
| New | +$67.2M | 0.35% | 49 |
|
|
2025
Q2 | $66.6M | Sell |
1,195,011
-79,480
| -6% | -$4.41M | 0.44% | 46 |
|
|
2025
Q1 | $71.7M | Sell |
1,274,491
-148,487
| -10% | -$8.44M | 0.57% | 37 |
|
|
2024
Q4 | $81.5M | Buy |
1,422,978
+113,763
| +9% | +$6.54M | 0.67% | 30 |
|
|
2024
Q3 | $76.1M | Buy |
1,309,215
+35,505
| +3% | +$2.04M | 0.65% | 32 |
|
|
2024
Q2 | $72.4M | Buy |
1,273,710
+11,062
| +0.9% | +$629K | 0.77% | 30 |
|
|
2024
Q1 | $72.7M | Sell |
1,262,648
-3,629
| -0.3% | -$209K | 0.85% | 28 |
|
|
2023
Q4 | $73.4M | Buy |
1,266,277
+831,444
| +191% | +$46.4M | 0.94% | 23 |
|
|
2023
Q3 | $23.8M | Buy |
434,833
+432,967
| +23,203% | +$24.4M | 0.37% | 68 |
|
|
2023
Q2 | $13.1M | Sell |
1,866
-40,824
| -96% | -$2.33M | 0.19% | 86 |
|
|
2023
Q1 | $1.62M | Sell |
42,690
-147,494
| -78% | -$8.39M | 0.03% | 240 |
|
|
2022
Q4 | $10.7M | Sell |
190,184
-71,321
| -27% | -$3.96M | 0.19% | 86 |
|
|
2022
Q3 | $14.2M | Sell |
261,505
-120,481
| -32% | -$6.82M | 0.32% | 63 |
|
|
2022
Q2 | $21.6M | Buy |
381,986
+11,818
| +3% | +$668K | 0.49% | 54 |
|
|
2022
Q1 | $21.5M | Buy |
370,168
+121,822
| +49% | +$7.33M | 0.47% | 55 |
|
|
2021
Q4 | $15.5M | Buy |
248,346
+318
| +0.1% | +$19.8K | 0.37% | 57 |
|
|
2021
Q3 | $15.4M | Sell |
248,028
-10,525
| -4% | -$660K | 0.42% | 53 |
|
|
2021
Q2 | $16.2M | Sell |
258,553
-48,522
| -16% | -$3.03M | 0.45% | 49 |
|
|
2021
Q1 | $19.1M | Buy |
307,075
+268,227
| +690% | +$16.8M | 0.61% | 44 |
|
|
2020
Q4 | $2.44M | Buy |
38,848
+10,527
| +37% | +$657K | 0.09% | 116 |
|
|
2020
Q3 | $1.77M | Sell |
28,321
-4,904
| -15% | -$307K | 0.08% | 117 |
|
|
2020
Q2 | $2.06M | Sell |
33,225
-4,652
| -12% | -$285K | 0.09% | 116 |
|
|
2020
Q1 | $2.29M | Buy |
37,877
+5,596
| +17% | +$343K | 0.11% | 109 |
|
|
2019
Q4 | $1.98M | Buy |
32,281
+1,897
| +6% | +$116K | 0.08% | 134 |
|
|
2019
Q3 | $1.86M | Buy |
30,384
+17,629
| +138% | +$1.08M | 0.09% | 109 |
|
|
2019
Q2 | $773K | Buy |
+12,755
| New | +$765K | 0.05% | 158 |
|
|
2018
Q4 | – | Sell |
-13,940
| Closed | -$808K | – | 267 |
|
|
2018
Q3 | $808K | Buy |
+13,940
| New | +$814K | 0.06% | 133 |
|
|
2017
Q3 | – | Sell |
-4,966
| Closed | -$292K | – | 180 |
|
|
2017
Q2 | $292K | Sell |
4,966
-5,526
| -53% | -$324K | 0.04% | 138 |
|
|
2017
Q1 | $610K | Buy |
+10,492
| New | +$606K | 0.08% | 76 |
|
|
2015
Q4 | – | Sell |
-3,550
| Closed | -$208K | – | 146 |
|
|
2015
Q3 | $208K | Buy |
+3,550
| New | +$207K | 0.04% | 130 |
|
Other funds holding CMF
FWI
SC
B
EP Wealth Advisors's CMF Position: Q1 2026 in Review
EP Wealth Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.85% in Q1 2026, buying an estimated $572K and bringing the position to 1,180,899 shares worth $67.1M. The position accounts for 0.33% of the portfolio, ranked #51.
EP Wealth Advisors first reported a position in CMF in Q3 2015 and has held it in 31 quarters since. The position peaked at $81.5M in Q4 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.
- EP Wealth Advisors held 1,180,899 shares of iShares California Muni Bond ETF worth $67.1M as of Q1 2026.
- EP Wealth Advisors bought 9,918 iShares California Muni Bond ETF shares in Q1 2026, an estimated $572K.
- iShares California Muni Bond ETF made up 0.33% of EP Wealth Advisors's portfolio in Q1 2026, its #51 holding.
- EP Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q3 2015 and has held it in 31 quarters since.
- EP Wealth Advisors's iShares California Muni Bond ETF position peaked at $81.5M in Q4 2024.
- 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.