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
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
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

Ariadne Wealth Management's CALI Position: Q2 2026 in Review

Ariadne Wealth Management reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 19% in Q2 2026, selling an estimated $151K and leaving 12,927 shares worth $653K. The position accounts for 0.29% of the portfolio, ranked #90.

Ariadne Wealth Management first reported a position in CALI in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.71M in Q2 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Ariadne Wealth Management held 12,927 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $653K as of Q2 2026.
  • Ariadne Wealth Management sold 2,997 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $151K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.29% of Ariadne Wealth Management's portfolio in Q2 2026, its #90 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 8 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.
  • 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 Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.