AC
CALI

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Apella Capital's CALI Position: Q2 2026 in Review

Apella Capital reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 86% in Q2 2026, selling an estimated $2.63M and leaving 8,522 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #497.

Apella Capital first reported a position in CALI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.07M in Q1 2026. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Apella Capital held 8,522 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $430K as of Q2 2026.
  • Apella Capital sold 52,216 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $2.63M.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #497 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 2 quarters since.
  • Apella Capital's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $3.07M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.