Lodestar Private Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Lodestar Private Asset 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
2026 Q2	$3.35M	Buy	58,046 +3,513	+6%	+$201K	0.29%	62
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

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

Lodestar Private Asset Management's CMF Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares California Muni Bond ETF (CMF) stake by 6.4% in Q2 2026, buying an estimated $201K and bringing the position to 58,046 shares worth $3.35M. The position accounts for 0.29% of the portfolio, ranked #62.

Lodestar Private Asset Management first reported a position in CMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.47M in Q2 2023. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Lodestar Private Asset Management held 58,046 shares of iShares California Muni Bond ETF worth $3.35M as of Q2 2026.
Lodestar Private Asset Management bought 3,513 iShares California Muni Bond ETF shares in Q2 2026, an estimated $201K.
iShares California Muni Bond ETF made up 0.29% of Lodestar Private Asset Management's portfolio in Q2 2026, its #62 holding.
Lodestar Private Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's iShares California Muni Bond ETF position peaked at $5.47M in Q2 2023.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.