Apella Capital’s iShares California Muni Bond ETF CMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
54,945
+12,370
| +29% | +$688K | 0.08% | 133 |
|
|
2025
Q1 | $2.34M | Buy |
42,575
+5,470
| +15% | +$301K | 0.08% | 125 |
|
|
2024
Q4 | $2.13M | Sell |
37,105
-3,768
| -9% | -$216K | 0.08% | 113 |
|
|
2024
Q3 | $2.37M | Buy |
40,873
+10,357
| +34% | +$602K | 0.1% | 93 |
|
|
2024
Q2 | $1.74M | Buy |
30,516
+4,769
| +19% | +$272K | 0.08% | 109 |
|
|
2024
Q1 | $1.47M | Sell |
25,747
-666
| -3% | -$38K | 0.07% | 111 |
|
|
2023
Q4 | $1.53M | Buy |
26,413
+7,414
| +39% | +$429K | 0.09% | 105 |
|
|
2023
Q3 | $1.04M | Buy |
18,999
+298
| +2% | +$16.3K | 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% | -$164K | 0.08% | 120 |
|
|
2022
Q3 | $981K | Sell |
18,084
-277
| -2% | -$15K | 0.11% | 99 |
|
|
2022
Q2 | $1.04M | Buy |
18,361
+47
| +0.3% | +$2.65K | 0.12% | 99 |
|
|
2022
Q1 | $1.07M | Sell |
18,314
-614
| -3% | -$35.7K | 0.15% | 87 |
|
|
2021
Q4 | $1.18M | Buy |
18,928
+2,466
| +15% | +$154K | 0.15% | 83 |
|
|
2021
Q3 | $1.02M | Sell |
16,462
-1,131
| -6% | -$70.2K | 0.15% | 94 |
|
|
2021
Q2 | $1.1M | Buy |
17,593
+4,275
| +32% | +$268K | 0.18% | 87 |
|
|
2021
Q1 | $827K | Sell |
13,318
-70
| -0.5% | -$4.35K | 0.26% | 68 |
|
|
2020
Q4 | $841K | Buy |
13,388
+2,086
| +18% | +$131K | 0.3% | 66 |
|
|
2020
Q3 | $705K | Buy |
11,302
+728
| +7% | +$45.4K | 0.28% | 67 |
|
|
2020
Q2 | $657K | Sell |
10,574
-631
| -6% | -$39.2K | 0.31% | 68 |
|
|
2020
Q1 | $678K | Buy |
+11,205
| New | +$678K | 0.4% | 59 |
|