Lodestar Private Asset Management’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	$3.1M	Buy	54,533 +1,046	+2%	+$60.3K	0.31%	62
2025 Q4	$3.07M	Sell	53,487 -1,953	-4%	-$112K	0.31%	61
2025 Q3	$3.16M	Sell	55,440 -5,139	-8%	-$288K	0.33%	60
2025 Q2	$3.38M	Sell	60,579 -3,882	-6%	-$216K	0.39%	54
2025 Q1	$3.63M	Sell	64,461 -7,791	-11%	-$443K	0.46%	52
2024 Q4	$4.14M	Sell	72,252 -3,883	-5%	-$223K	0.52%	44
2024 Q3	$4.42M	Buy	76,135 +2,865	+4%	+$165K	0.56%	42
2024 Q2	$4.17M	Buy	73,270 +4,329	+6%	+$246K	0.57%	43
2024 Q1	$3.97M	Buy	68,941 +2,195	+3%	+$127K	0.57%	44
2023 Q4	$3.87M	Sell	66,746 -25,547	-28%	-$1.43M	0.59%	42
2023 Q3	$5.06M	Sell	92,293 -3,721	-4%	-$209K	0.87%	35
2023 Q2	$5.47M	Buy	96,014 +2,418	+3%	+$138K	0.92%	29
2023 Q1	$5.37M	Buy	93,596 +834	+0.9%	+$47.4K	0.96%	29
2022 Q4	$5.2M	Buy	+92,762	New	+$5.15M	1%	26