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

Ariadne Wealth 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
2026 Q3	$959K	Buy	19,251 +6,324	+49%	+$318K	0.42%	55
2026 Q2	$653K	Sell	12,927 -2,997	-19%	-$151K	0.29%	90
2026 Q1	$803K	Sell	15,924 -112,252	-88%	-$5.68M	0.36%	64
2025 Q4	$6.5M	Buy	128,176 +1,764	+1%	+$89.1K	2.68%	6
2025 Q3	$6.39M	Sell	126,412 -6,349	-5%	-$321K	2.86%	4
2025 Q2	$6.71M	Buy	132,761 +121,351	+1,064%	+$6.09M	3.21%	4
2025 Q1	$572K	Buy	11,410 +340	+3%	+$17.1K	0.3%	78
2024 Q4	$557K	Buy	11,070 +6,505	+142%	+$327K	0.25%	81
2024 Q3	$229K	Buy	+4,565	New	+$230K	0.12%	173

Other funds holding CALI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

First American Trust Santa Ana, California $1.7B AUM 19.62% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

Ariadne Wealth Management's CALI Position: Q3 2026 in Review

Ariadne Wealth Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 49% in Q3 2026, buying an estimated $318K and bringing the position to 19,251 shares worth $959K. The position accounts for 0.42% of the portfolio, ranked #55.

Ariadne Wealth Management first reported a position in CALI in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.71M in Q2 2025. 100 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Ariadne Wealth Management held 19,251 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $959K as of Q3 2026.
Ariadne Wealth Management bought 6,324 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $318K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.42% of Ariadne Wealth Management's portfolio in Q3 2026, its #55 holding.
Ariadne Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $6.71M in Q2 2025.
100 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.