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

Dimension Capital Management’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
2022 Q1	–	Sell	-3,257	Closed	-$203K	–	117
2021 Q4	$203K	Hold	3,257	–	–	0.04%	99
2021 Q3	$202K	Hold	3,257	–	–	0.04%	96
2021 Q2	$204K	Hold	3,257	–	–	0.04%	95
2021 Q1	$202K	Hold	3,257	–	–	0.05%	101
2020 Q4	$205K	Hold	3,257	–	–	0.06%	76
2020 Q3	$203K	Hold	3,257	–	–	0.06%	88
2020 Q2	$202K	Buy	+3,257	New	+$200K	0.06%	86
2019 Q4	–	Sell	-3,257	Closed	-$200K	–	93
2019 Q3	$200K	Buy	+3,257	New	+$199K	0.07%	89
2017 Q4	–	Sell	-6,514	Closed	-$386K	–	90
2017 Q3	$386K	Hold	6,514	–	–	0.12%	65
2017 Q2	$383K	Buy	+6,514	New	+$383K	0.13%	65

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Dimension Capital Management's CMF Position: Q1 2022 in Review

Dimension Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2022, closing a stake of 3,257 shares — an estimated $203K sold.

Dimension Capital Management first reported a position in CMF in Q2 2017 and held it in 10 quarters. The position peaked at $386K in Q3 2017. 193 funds tracked by Wall St. Rank hold CMF as of Q1 2022.

Dimension Capital Management reported no remaining iShares California Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Dimension Capital Management sold 3,257 iShares California Muni Bond ETF shares in Q1 2022, an estimated $203K.
Dimension Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2017 and held it in 10 quarters.
Dimension Capital Management's iShares California Muni Bond ETF position peaked at $386K in Q3 2017.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2022.

Based on Dimension Capital Management's 13F filing for Q1 2022, filed 13 May 2022.