AWA
CALI

Archvest Wealth Advisors’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Archvest Wealth Advisors’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
Q4 		– Sell
-10,071
Closed -$510K – 71
2025
Q3 		$510K Buy
10,071
+99
+1% +$5K 0.45% 37
2025
Q2 		$503K Buy
+9,972
New +$501K 0.44% 38

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $155M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Archvest Wealth Advisors's CALI Position: Q4 2025 in Review

Archvest Wealth Advisors sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q4 2025, closing a stake of 10,071 shares — an estimated $510K sold.

Archvest Wealth Advisors first reported a position in CALI in Q2 2025 and held it in 2 quarters. The position peaked at $510K in Q3 2025. 78 funds tracked by Wall St. Rank hold CALI as of Q4 2025.

  • Archvest Wealth Advisors reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Archvest Wealth Advisors sold 10,071 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q4 2025, an estimated $510K.
  • Archvest Wealth Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and held it in 2 quarters.
  • Archvest Wealth Advisors's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $510K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q4 2025.

Based on Archvest Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.