AC
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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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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. 355 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.
  • 355 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.