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CALI

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
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
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 $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 $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

Bell Investment Advisors's CALI Position: Q1 2026 in Review

Bell Investment Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 0.36% in Q1 2026, buying an estimated $1.57K and bringing the position to 8,701 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #86.

Bell Investment Advisors first reported a position in CALI in Q4 2023 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

  • Bell Investment Advisors held 8,701 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $439K as of Q1 2026.
  • Bell Investment Advisors bought 31 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $1.57K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.07% of Bell Investment Advisors's portfolio in Q1 2026, its #86 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 10 quarters since.
  • 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 Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.