AWM
CALI

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
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
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
DWM
DeLarme Wealth Management Palos Verdes Estates, California $155M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Ariadne Wealth Management's CALI Position: Q1 2026 in Review

Ariadne Wealth Management reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 88% in Q1 2026, selling an estimated $5.68M and leaving 15,924 shares worth $803K. The position accounts for 0.36% of the portfolio, ranked #64.

Ariadne Wealth Management first reported a position in CALI in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.71M in Q2 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

  • Ariadne Wealth Management held 15,924 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $803K as of Q1 2026.
  • Ariadne Wealth Management sold 112,252 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $5.68M.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.36% of Ariadne Wealth Management's portfolio in Q1 2026, its #64 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 7 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.
  • 91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.