EPG Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

EPG Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$35	–	415
2022 Q4	$35	Sell	1 -4,290	-100%	-$238K	﹤0.01%	378
2022 Q3	$233K	Buy	4,291 +20	+0.5%	+$1.13K	0.1%	184
2022 Q2	$241K	Buy	4,271 +19	+0.4%	+$1.07K	0.1%	183
2022 Q1	$247K	Buy	4,252 +12	+0.3%	+$722	0.09%	200
2021 Q4	$264K	Buy	4,240 +22	+0.5%	+$1.37K	0.09%	191
2021 Q3	$262K	Buy	4,218 +15	+0.4%	+$940	0.11%	172
2021 Q2	$263K	Buy	+4,203	New	+$263K	0.11%	165
2020 Q3	–	Sell	-4,133	Closed	-$257K	–	126
2020 Q2	$257K	Buy	4,133 +21	+0.5%	+$1.29K	0.18%	117
2020 Q1	$249K	Buy	+4,112	New	+$252K	0.18%	102

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

EPG Wealth Management's CMF Position: Q1 2023 in Review

EPG Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 1 share — an estimated $35 sold.

EPG Wealth Management first reported a position in CMF in Q1 2020 and held it in 9 quarters. The position peaked at $264K in Q4 2021. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

EPG Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
EPG Wealth Management sold 1 iShares California Muni Bond ETF share in Q1 2023, an estimated $35.
EPG Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2020 and held it in 9 quarters.
EPG Wealth Management's iShares California Muni Bond ETF position peaked at $264K in Q4 2021.
205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on EPG Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.