BRPW
CALI

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

Ballast Rock Private Wealth’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 		– Sell
-34,595
Closed -$1.75M – 189
2025
Q4 		$1.75M Buy
+34,595
New +$1.75M 1.09% 24

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $172M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 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 $1.66B AUM 25.23% 1-Year Est. Return

Ballast Rock Private Wealth's CALI Position: Q1 2026 in Review

Ballast Rock Private Wealth sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026, closing a stake of 34,595 shares — an estimated $1.75M sold.

Ballast Rock Private Wealth first reported a position in CALI in Q4 2025 and held it in 1 quarter. The position peaked at $1.75M in Q4 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

  • Ballast Rock Private Wealth reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Ballast Rock Private Wealth sold 34,595 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $1.75M.
  • Ballast Rock Private Wealth first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and held it in 1 quarter.
  • Ballast Rock Private Wealth's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.75M 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 Ballast Rock Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.