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

Basso Capital 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 Q3	$879K	Buy	17,640 +10,810	+158%	+$544K	0.19%	75
2026 Q2	$345K	Buy	+6,830	New	+$344K	0.07%	106

Other funds holding CALI

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Basso Capital Management's CALI Position: Q3 2026 in Review

Basso Capital Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 158% in Q3 2026, buying an estimated $544K and bringing the position to 17,640 shares worth $879K. The position accounts for 0.19% of the portfolio, ranked #75.

Basso Capital Management first reported a position in CALI in Q2 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Basso Capital Management held 17,640 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $879K as of Q3 2026.
Basso Capital Management bought 10,810 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $544K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.19% of Basso Capital Management's portfolio in Q3 2026, its #75 holding.
Basso Capital Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2026 and has held it in 2 quarters since.
51 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Basso Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.