West Wealth Group, LLC CMF holdings history
ISHARES CALIFORNIA MUNI BOND · CUSIP 464288356 · CIK 1923591
As of 2026-06-30, West Wealth Group, LLC reported 384.83K CMF (shares), valued at $22.18M, or 3.63% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 15.98%; reported value increased 17.57%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.63% | 384,830 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.73% | 331,806 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.26% | 273,799 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 2.95% | 227,978 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 3.32% | 240,111 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.43% | 206,136 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 3.28% | 191,741 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 2.75% | 146,243 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 2.62% | 130,423 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 2.73% | 128,045 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 2.73% | 128,045 | $7.37M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 2.62% | 130,423 | $7.42M | Shares increased 1.86%; reported value increased 0.69%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 2.75% | 146,243 | $8.50M | Shares increased 12.13%; reported value increased 14.55%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 3.28% | 191,741 | $10.98M | Shares increased 31.11%; reported value increased 29.24%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 3.43% | 206,136 | $11.60M | Shares increased 7.51%; reported value increased 5.61%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 3.32% | 240,111 | $13.35M | Shares increased 16.48%; reported value increased 15.09%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.95% | 227,978 | $13.07M | Shares decreased 5.05%; reported value decreased 2.08%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 3.26% | 273,799 | $15.73M | Shares increased 20.10%; reported value increased 20.35%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.73% | 331,806 | $18.87M | Shares increased 21.19%; reported value increased 19.92%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 3.63% | 384,830 | $22.18M | Shares increased 15.98%; reported value increased 17.57%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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