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

Aptus Capital Advisors’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	$40.6K	Hold	704	–	–	﹤0.01%	1413
2026 Q1	$40K	Hold	704	–	–	﹤0.01%	1300
2025 Q4	$40.5K	Hold	704	–	–	﹤0.01%	1319
2025 Q3	$40.2K	Hold	704	–	–	﹤0.01%	1261
2025 Q2	$39.2K	Hold	704	–	–	﹤0.01%	1210
2025 Q1	$39.6K	Hold	704	–	–	﹤0.01%	1139
2024 Q4	$40.3K	Hold	704	–	–	﹤0.01%	1136
2024 Q3	$40.9K	Hold	704	–	–	﹤0.01%	960
2024 Q2	$40K	Buy	+704	New	+$40.1K	﹤0.01%	917

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Aptus Capital Advisors's CMF Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 704 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Aptus Capital Advisors first reported a position in CMF in Q2 2024 and has held it in 9 quarters since. The position peaked at $40.9K in Q3 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Aptus Capital Advisors held 704 shares of iShares California Muni Bond ETF worth $40.6K as of Q2 2026.
Aptus Capital Advisors left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1413 holding.
Aptus Capital Advisors first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's iShares California Muni Bond ETF position peaked at $40.9K in Q3 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.