B
CALI

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

Bailard’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 		$493K Hold
9,775
– – 0.01% 490
2025
Q4 		$493K Buy
9,775
+3,040
+45% +$154K 0.01% 473
2025
Q3 		$341K Buy
+6,735
New +$340K 0.01% 581

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 $154M AUM 13.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Bailard's CALI Position: Q1 2026 in Review

Bailard held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q1 2026 at 9,775 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #490.

Bailard first reported a position in CALI in Q3 2025 and has held it in 3 quarters since. The position peaked at $493K in Q4 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

  • Bailard held 9,775 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $493K as of Q1 2026.
  • Bailard left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q1 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Bailard's portfolio in Q1 2026, its #490 holding.
  • Bailard first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Bailard's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $493K in Q4 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 Bailard's 13F filing for Q1 2026, filed 11 May 2026.