Apeiron RIA
CMF icon

Apeiron RIA’s iShares California Muni Bond ETF CMF Stock Holding History

Apeiron RIA’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
2026
Q3 		$283K Hold
5,220
– – 0.06% 116
2026
Q2 		$301K Hold
5,220
– – 0.08% 134
2026
Q1 		$297K Hold
5,220
– – 0.07% 166
2025
Q4 		$301K Buy
+5,220
New +$300K 0.06% 166

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apeiron RIA's CMF Position: Q3 2026 in Review

Apeiron RIA held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 5,220 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #116.

Apeiron RIA first reported a position in CMF in Q4 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 106 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Apeiron RIA held 5,220 shares of iShares California Muni Bond ETF worth $283K as of Q3 2026.
  • Apeiron RIA left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
  • iShares California Muni Bond ETF made up 0.06% of Apeiron RIA's portfolio in Q3 2026, its #116 holding.
  • Apeiron RIA first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Apeiron RIA's iShares California Muni Bond ETF position peaked at $301K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.