CWM
CALI

Compass Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Compass Wealth Management’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$130K Hold
2024
Q4 		$129K Hold
2024
Q3 		$130K Hold
2024
Q2 		$130K Hold
2024
Q1 		$130K Buy