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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.71M Buy
132,761
+121,351
+1,064% +$6.13M 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 +$229K 0.12% 173