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

Atlas Private 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
2026 Q2	$1.67M	Buy	33,089 +11,104	+51%	+$560K	0.37%	46
2026 Q1	$1.11M	Buy	21,985 +11,309	+106%	+$572K	0.26%	55
2025 Q4	$539K	Buy	10,676 +986	+10%	+$49.8K	0.13%	79
2025 Q3	$491K	Sell	9,690 -6,807	-41%	-$344K	0.12%	78
2025 Q2	$832K	Buy	16,497 +11,211	+212%	+$563K	0.11%	92
2025 Q1	$266K	Buy	+5,286	New	+$266K	0.04%	155

Other funds holding CALI

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 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

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

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

Atlas Private Wealth Advisors's CALI Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 51% in Q2 2026, buying an estimated $560K and bringing the position to 33,089 shares worth $1.67M. The position accounts for 0.37% of the portfolio, ranked #46.

Atlas Private Wealth Advisors first reported a position in CALI in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Atlas Private Wealth Advisors held 33,089 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.67M as of Q2 2026.
Atlas Private Wealth Advisors bought 11,104 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $560K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.37% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Atlas Private Wealth Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
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 Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.