Apella Capital
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
Q3 		$12.7M Buy
236,278
+31,585
+15% +$1.78M 0.16% 110
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% +$2.66K 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

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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Fullerton Advisors
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

Apella Capital's CMF Position: Q3 2026 in Review

Apella Capital increased its iShares California Muni Bond ETF (CMF) stake by 15% in Q3 2026, buying an estimated $1.78M and bringing the position to 236,278 shares worth $12.7M. The position accounts for 0.16% of the portfolio, ranked #110.

Apella Capital first reported a position in CMF in Q1 2020 and has held it in 26 quarters since. 103 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Apella Capital held 236,278 shares of iShares California Muni Bond ETF worth $12.7M as of Q3 2026.
  • Apella Capital bought 31,585 iShares California Muni Bond ETF shares in Q3 2026, an estimated $1.78M.
  • iShares California Muni Bond ETF made up 0.16% of Apella Capital's portfolio in Q3 2026, its #110 holding.
  • Apella Capital first reported a position in iShares California Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.