Advisory Services Network’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Advisory Services Network’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
2026 Q1	$15K	Buy	+297	New	+$15K	﹤0.01%	3353
2025 Q4	–	Sell	-381	Closed	-$19.3K	–	4435
2025 Q3	$19.3K	Buy	+381	New	+$19.2K	﹤0.01%	2966

Other funds holding CALI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWM

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Advisory Services Network's CALI Position: Q1 2026 in Review

Advisory Services Network opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026: 297 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #3353 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CALI as recently as Q3 2025.

Advisory Services Network first reported a position in CALI in Q3 2025 and has held it in 2 quarters since. The position peaked at $19.3K in Q3 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Advisory Services Network held 297 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $15K as of Q1 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Advisory Services Network position in Q1 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3353 holding.
Advisory Services Network first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 2 quarters since.
Advisory Services Network's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $19.3K in Q3 2025.
91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.