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

Apella Capital’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 Q3	$233K	Sell	4,688 -3,834	-45%	-$193K	﹤0.01%	701
2026 Q2	$430K	Sell	8,522 -52,216	-86%	-$2.63M	0.01%	497
2026 Q1	$3.07M	Buy	+60,738	New	+$3.07M	0.05%	216

Other funds holding CALI

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital's CALI Position: Q3 2026 in Review

Apella Capital reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 45% in Q3 2026, selling an estimated $193K and leaving 4,688 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Apella Capital first reported a position in CALI in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.07M in Q1 2026. 5 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Apella Capital held 4,688 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $233K as of Q3 2026.
Apella Capital sold 3,834 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $193K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #701 holding.
Apella Capital first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and has held it in 3 quarters since.
Apella Capital's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $3.07M in Q1 2026.
5 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.