AWM
CALI

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

Axxcess 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 		$1.05M Sell
20,700
-14,494
-41% -$731K 0.02% 520
2026
Q1 		$1.77M Sell
35,194
-7,891
-18% -$399K 0.06% 197
2025
Q4 		$2.17M Buy
43,085
+8,743
+25% +$442K 0.04% 362
2025
Q3 		$1.74M Buy
34,342
+17,342
+102% +$876K 0.04% 347
2025
Q2 		$858K Buy
+17,000
New +$854K 0.02% 468

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

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

Axxcess Wealth Management reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 41% in Q2 2026, selling an estimated $731K and leaving 20,700 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #520.

Axxcess Wealth Management first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Axxcess Wealth Management held 20,700 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.05M as of Q2 2026.
  • Axxcess Wealth Management sold 14,494 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $731K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Axxcess Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $2.17M in Q4 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.