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

Brookstone 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
2025
Q4 		– Sell
-6,297
Closed -$319K – 1245
2025
Q3 		$319K Buy
+6,297
New +$318K ﹤0.01% 949

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 $67.3B AUM 21.9% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Brookstone Capital Management's CALI Position: Q4 2025 in Review

Brookstone Capital Management sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q4 2025, closing a stake of 6,297 shares — an estimated $319K sold.

Brookstone Capital Management first reported a position in CALI in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 78 funds tracked by Wall St. Rank hold CALI as of Q4 2025.

  • Brookstone Capital Management reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 6,297 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q4 2025, an estimated $319K.
  • Brookstone Capital Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and held it in 1 quarter.
  • Brookstone Capital Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $319K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.