LPAM
Lodestar Private Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
60,579
-3,882
| -6% | -$216K | 0.39% | 54 |
|
|
2025
Q1 | $3.63M | Sell |
64,461
-7,791
| -11% | -$438K | 0.46% | 52 |
|
|
2024
Q4 | $4.14M | Sell |
72,252
-3,883
| -5% | -$222K | 0.52% | 44 |
|
|
2024
Q3 | $4.42M | Buy |
76,135
+2,865
| +4% | +$166K | 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% | +$126K | 0.57% | 44 |
|
|
2023
Q4 | $3.87M | Sell |
66,746
-25,547
| -28% | -$1.48M | 0.59% | 42 |
|
|
2023
Q3 | $5.06M | Sell |
92,293
-3,721
| -4% | -$204K | 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% | +$47.9K | 0.96% | 29 |
|
|
2022
Q4 | $5.2M | Buy |
+92,762
| New | +$5.2M | 1% | 26 |
|