ACM
CALI

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

AlphaStar Capital 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
Q3 		– Sell
-8,615
Closed -$435K – 376
2025
Q2 		$435K Buy
+8,615
New +$433K 0.03% 243
2024
Q4 		– Sell
-7,840
Closed -$396K – 394
2024
Q3 		$396K Buy
7,840
+22
+0.3% +$1.11K 0.03% 265
2024
Q2 		$392K Buy
7,818
+1,746
+29% +$87.5K 0.04% 216
2024
Q1 		$305K Buy
+6,072
New +$305K 0.03% 235

Other funds holding CALI

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AlphaStar Capital Management's CALI Position: Q3 2025 in Review

AlphaStar Capital Management sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2025, closing a stake of 8,615 shares — an estimated $435K sold.

AlphaStar Capital Management first reported a position in CALI in Q1 2024 and held it in 4 quarters. The position peaked at $435K in Q2 2025. 66 funds tracked by Wall St. Rank hold CALI as of Q3 2025.

  • AlphaStar Capital Management reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 8,615 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2025, an estimated $435K.
  • AlphaStar Capital Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2024 and held it in 4 quarters.
  • AlphaStar Capital Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $435K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.