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 Q3	$469K	Buy	9,412 +99	+1%	+$4.98K	0.06%	103
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

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

Bailard Foster City, California $4.94B AUM 25.15% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Capital Advantage's CALI Position: Q3 2026 in Review

Capital Advantage increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 1.1% in Q3 2026, buying an estimated $4.98K and bringing the position to 9,412 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #103.

Capital Advantage first reported a position in CALI in Q4 2024 and has held it in 8 quarters since. The position peaked at $488K in Q3 2025. 47 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Capital Advantage held 9,412 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $469K as of Q3 2026.
Capital Advantage bought 99 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $4.98K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.06% of Capital Advantage's portfolio in Q3 2026, its #103 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 8 quarters since.
Capital Advantage's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $488K in Q3 2025.
47 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.