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

DeDora 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	$2.51M	Sell	43,535 -5,507	-11%	-$315K	0.55%	47
2026 Q1	$2.79M	Sell	49,042 -121	-0.2%	-$6.98K	0.68%	38
2025 Q4	$2.82M	Buy	49,163 +99	+0.2%	+$5.68K	0.67%	37
2025 Q3	$2.8M	Buy	49,064 +905	+2%	+$50.6K	0.68%	36
2025 Q2	$2.68M	Buy	48,159 +2,480	+5%	+$138K	0.7%	36
2025 Q1	$2.57M	Buy	45,679 +4,972	+12%	+$283K	0.74%	33
2024 Q4	$2.33M	Sell	40,707 -422	-1%	-$24.3K	0.64%	36
2024 Q3	$2.39M	Sell	41,129 -758	-2%	-$43.7K	0.67%	33
2024 Q2	$2.38M	Sell	41,887 -527	-1%	-$30K	0.73%	33
2024 Q1	$2.44M	Buy	42,414 +1,095	+3%	+$63.2K	0.78%	32
2023 Q4	$2.39M	Sell	41,319 -96	-0.2%	-$5.36K	0.84%	31
2023 Q3	$2.27M	Buy	41,415 +3,366	+9%	+$189K	0.89%	27
2023 Q2	$2.17M	Buy	38,049 +13,453	+55%	+$766K	0.84%	29
2023 Q1	$1.41M	Buy	+24,596	New	+$1.4M	0.6%	40

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

DeDora Capital's CMF Position: Q2 2026 in Review

DeDora Capital reduced its iShares California Muni Bond ETF (CMF) stake by 11% in Q2 2026, selling an estimated $315K and leaving 43,535 shares worth $2.51M. The position accounts for 0.55% of the portfolio, ranked #47.

DeDora Capital first reported a position in CMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.82M in Q4 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

DeDora Capital held 43,535 shares of iShares California Muni Bond ETF worth $2.51M as of Q2 2026.
DeDora Capital sold 5,507 iShares California Muni Bond ETF shares in Q2 2026, an estimated $315K.
iShares California Muni Bond ETF made up 0.55% of DeDora Capital's portfolio in Q2 2026, its #47 holding.
DeDora Capital first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
DeDora Capital's iShares California Muni Bond ETF position peaked at $2.82M in Q4 2025.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.