BA
CALI

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

Ballast 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 		– Sell
-485
Closed -$24.5K – 394
2026
Q1 		$24.5K Buy
+485
New +$24.5K 0.01% 270

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

Ballast Advisors's CALI Position: Q2 2026 in Review

Ballast Advisors sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026, closing a stake of 485 shares — an estimated $24.5K sold.

Ballast Advisors first reported a position in CALI in Q1 2026 and held it in 1 quarter. The position peaked at $24.5K in Q1 2026. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Ballast Advisors reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 485 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $24.5K.
  • Ballast Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $24.5K in Q1 2026.
  • 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 Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.