Lido Advisors
CMF icon

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

Lido 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
Q3 		$2.08M Buy
38,383
+26,158
+214% +$1.47M 0.01% 783
2026
Q2 		$705K Buy
12,225
+1
+0% +$57 ﹤0.01% 1280
2026
Q1 		$695K Sell
12,224
-2,942
-19% -$170K ﹤0.01% 1132
2025
Q4 		$865K Hold
15,166
– – ﹤0.01% 1069
2025
Q3 		$865K Buy
15,166
+581
+4% +$32.5K ﹤0.01% 1008
2025
Q2 		$813K Sell
14,585
-7,621
-34% -$423K ﹤0.01% 923
2025
Q1 		$1.25M Buy
22,206
+16,332
+278% +$928K 0.01% 683
2024
Q4 		$336K Sell
5,874
-490
-8% -$28.2K ﹤0.01% 1165
2024
Q3 		$370K Sell
6,364
-442
-6% -$25.5K ﹤0.01% 1074
2024
Q2 		$387K Buy
6,806
+262
+4% +$14.9K ﹤0.01% 1014
2024
Q1 		$377K Buy
6,544
+251
+4% +$14.5K ﹤0.01% 985
2023
Q4 		$365K Sell
6,293
-1,087
-15% -$60.7K ﹤0.01% 961
2023
Q3 		$405K Buy
7,380
+903
+14% +$50.8K ﹤0.01% 808
2023
Q2 		$369K Hold
6,477
– – ﹤0.01% 834
2023
Q1 		$372K Sell
6,477
-43,843
-87% -$2.49M ﹤0.01% 802
2022
Q4 		$2.82M Buy
+50,320
New +$2.79M 0.03% 236
2022
Q1 		– Sell
-3,318
Closed -$206K – 1007
2021
Q4 		$206K Hold
3,318
– – ﹤0.01% 953
2021
Q3 		$205K Sell
3,318
-279
-8% -$17.5K ﹤0.01% 915
2021
Q2 		$225K Hold
3,597
– – ﹤0.01% 823
2021
Q1 		$223K Sell
3,597
-1,587
-31% -$99.2K ﹤0.01% 772
2020
Q4 		$325K Buy
+5,184
New +$324K 0.01% 592

Other funds holding CMF

Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Lido Advisors's CMF Position: Q3 2026 in Review

Lido Advisors increased its iShares California Muni Bond ETF (CMF) stake by 214% in Q3 2026, buying an estimated $1.47M and bringing the position to 38,383 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #783.

Lido Advisors first reported a position in CMF in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.82M in Q4 2022. 205 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Lido Advisors held 38,383 shares of iShares California Muni Bond ETF worth $2.08M as of Q3 2026.
  • Lido Advisors bought 26,158 iShares California Muni Bond ETF shares in Q3 2026, an estimated $1.47M.
  • iShares California Muni Bond ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #783 holding.
  • Lido Advisors first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Lido Advisors's iShares California Muni Bond ETF position peaked at $2.82M in Q4 2022.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.