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

Bell Investment 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	$443K	Buy	8,756 +55	+0.6%	+$2.77K	0.07%	94
2026 Q1	$439K	Buy	8,701 +31	+0.4%	+$1.57K	0.07%	86
2025 Q4	$437K	Buy	8,670 +164	+2%	+$8.29K	0.07%	84
2025 Q3	$431K	Buy	8,506 +745	+10%	+$37.6K	0.07%	83
2025 Q2	$392K	Buy	7,761 +53	+0.7%	+$2.66K	0.07%	88
2025 Q1	$388K	Buy	7,708 +32	+0.4%	+$1.61K	0.07%	76
2024 Q4	$385K	Buy	7,676 +79	+1%	+$3.98K	0.07%	73
2024 Q3	$384K	Buy	7,597 +59	+0.8%	+$2.97K	0.07%	76
2024 Q2	$378K	Buy	7,538 +6,522	+642%	+$327K	0.07%	76
2024 Q1	$51.1K	Buy	1,016 +5	+0.5%	+$251	0.01%	205
2023 Q4	$50.9K	Buy	+1,011	New	+$50.6K	0.01%	194

Other funds holding CALI

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 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

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

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

Bell Investment Advisors's CALI Position: Q2 2026 in Review

Bell Investment Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 0.63% in Q2 2026, buying an estimated $2.77K and bringing the position to 8,756 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #94.

Bell Investment Advisors first reported a position in CALI in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Bell Investment Advisors held 8,756 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $443K as of Q2 2026.
Bell Investment Advisors bought 55 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $2.77K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #94 holding.
Bell Investment Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2023 and has held it in 11 quarters since.
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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.