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APS Management Group’s iShares California Muni Bond ETF CMF Stock Holding History

APS Management Group’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 		$1.52M Buy
26,391
+5,175
+24% +$296K 1.17% 23
2026
Q1 		$1.21M Buy
21,216
+2,895
+16% +$167K 1.03% 25
2025
Q4 		$1.05M Buy
18,321
+401
+2% +$23K 0.9% 29
2025
Q3 		$1.02M Buy
+17,920
New +$1M 0.91% 31

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

APS Management Group's CMF Position: Q2 2026 in Review

APS Management Group increased its iShares California Muni Bond ETF (CMF) stake by 24% in Q2 2026, buying an estimated $296K and bringing the position to 26,391 shares worth $1.52M. The position accounts for 1.17% of the portfolio, ranked #23.

APS Management Group first reported a position in CMF in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • APS Management Group held 26,391 shares of iShares California Muni Bond ETF worth $1.52M as of Q2 2026.
  • APS Management Group bought 5,175 iShares California Muni Bond ETF shares in Q2 2026, an estimated $296K.
  • iShares California Muni Bond ETF made up 1.17% of APS Management Group's portfolio in Q2 2026, its #23 holding.
  • APS Management Group first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.