Alpha Financial Partners
CALI icon

Alpha Financial Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-5,935
Closed -$300K – 168
2024
Q3 		$300K Buy
+5,935
New +$299K 0.21% 75

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Financial Management Network
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Integrated Wealth Concepts
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NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
Tru Independence Asset Management 2
Tru Independence Asset Management 2 Portland, Oregon $185M AUM 20.3% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Members Wealth
Members Wealth Media, Pennsylvania $200M AUM 9.84% 1-Year Est. Return

Alpha Financial Partners's CALI Position: Q4 2024 in Review

Alpha Financial Partners sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q4 2024, closing a stake of 5,935 shares — an estimated $300K sold.

Alpha Financial Partners first reported a position in CALI in Q3 2024 and held it in 1 quarter. The position peaked at $300K in Q3 2024. 20 funds tracked by Wall St. Rank hold CALI as of Q4 2024.

  • Alpha Financial Partners reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 5,935 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q4 2024, an estimated $300K.
  • Alpha Financial Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $300K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.