AFP
CALI

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

Other funds holding CALI

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
TIAM2
Tru Independence Asset Management 2 Portland, Oregon $163M AUM 18.06% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 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.