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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	0.05%	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