Compass Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,581
| Closed | -$130K | – | 435 |
|
|
2025
Q1 | $130K | Hold |
2,581
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $129K | Hold |
2,581
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $130K | Hold |
2,581
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $130K | Hold |
2,581
| – | – | 0.03% | 182 |
|
|
2024
Q1 | $130K | Buy |
+2,581
| New | +$130K | 0.03% | 183 |
|