CA
CALI

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

Capital Advantage’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 		$471K Hold
9,313
– – 0.06% 98
2026
Q1 		$470K Hold
9,313
– – 0.06% 102
2025
Q4 		$470K Sell
9,313
-326
-3% -$16.5K 0.06% 103
2025
Q3 		$488K Buy
9,639
+37
+0.4% +$1.87K 0.07% 95
2025
Q2 		$484K Buy
9,602
+4,786
+99% +$240K 0.08% 99
2025
Q1 		$242K Hold
4,816
– – 0.04% 126
2024
Q4 		$242K Buy
+4,816
New +$242K 0.04% 126

Other funds holding CALI

LPL Financial
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
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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Capital Advantage's CALI Position: Q2 2026 in Review

Capital Advantage held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 9,313 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #98.

Capital Advantage first reported a position in CALI in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Capital Advantage held 9,313 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $471K as of Q2 2026.
  • Capital Advantage left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.06% of Capital Advantage's portfolio in Q2 2026, its #98 holding.
  • Capital Advantage first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Capital Advantage's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $488K in Q3 2025.
  • 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 Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.