AC
CMF icon

Apella Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Apella Capital’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
Q2 		$11.8M Sell
204,693
-7,817
-4% -$448K 0.17% 103
2026
Q1 		$12.2M Buy
212,510
+149,807
+239% +$8.64M 0.18% 96
2025
Q4 		$3.6M Buy
62,703
+3,036
+5% +$174K 0.07% 154
2025
Q3 		$3.43M Buy
59,667
+4,722
+9% +$264K 0.08% 148
2025
Q2 		$3.06M Buy
54,945
+12,370
+29% +$687K 0.08% 133
2025
Q1 		$2.34M Buy
42,575
+5,470
+15% +$311K 0.08% 125
2024
Q4 		$2.13M Sell
37,105
-3,768
-9% -$217K 0.08% 113
2024
Q3 		$2.37M Buy
40,873
+10,357
+34% +$596K 0.1% 93
2024
Q2 		$1.74M Buy
30,516
+4,769
+19% +$271K 0.08% 109
2024
Q1 		$1.47M Sell
25,747
-666
-3% -$38.4K 0.07% 111
2023
Q4 		$1.53M Buy
26,413
+7,414
+39% +$414K 0.09% 105
2023
Q3 		$1.04M Buy
18,999
+298
+2% +$16.8K 0.07% 114
2023
Q2 		$1.07M Buy
+18,701
New +$1.07M 0.08% 112
2022
Q4 		$851K Sell
15,160
-2,924
-16% -$162K 0.08% 120
2022
Q3 		$981K Sell
18,084
-277
-2% -$15.7K 0.11% 99
2022
Q2 		$1.04M Buy
18,361
+47
+0.3% +$2.65K 0.12% 99
2022
Q1 		$1.06M Sell
18,314
-614
-3% -$37K 0.15% 87
2021
Q4 		$1.18M Buy
18,928
+2,466
+15% +$153K 0.15% 83
2021
Q3 		$1.02M Sell
16,462
-1,131
-6% -$70.9K 0.15% 94
2021
Q2 		$1.1M Buy
17,593
+4,275
+32% +$267K 0.18% 87
2021
Q1 		$827K Sell
13,318
-70
-0.5% -$4.38K 0.26% 68
2020
Q4 		$841K Buy
13,388
+2,086
+18% +$130K 0.3% 66
2020
Q3 		$705K Buy
11,302
+728
+7% +$45.6K 0.28% 67
2020
Q2 		$657K Sell
10,574
-631
-6% -$38.7K 0.31% 68
2020
Q1 		$678K Buy
+11,205
New +$686K 0.4% 59

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Apella Capital's CMF Position: Q2 2026 in Review

Apella Capital reduced its iShares California Muni Bond ETF (CMF) stake by 3.7% in Q2 2026, selling an estimated $448K and leaving 204,693 shares worth $11.8M. The position accounts for 0.17% of the portfolio, ranked #103.

Apella Capital first reported a position in CMF in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.2M in Q1 2026. 66 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Apella Capital held 204,693 shares of iShares California Muni Bond ETF worth $11.8M as of Q2 2026.
  • Apella Capital sold 7,817 iShares California Muni Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares California Muni Bond ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #103 holding.
  • Apella Capital first reported a position in iShares California Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares California Muni Bond ETF position peaked at $12.2M in Q1 2026.
  • 66 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.