Cary Street Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Cary Street Partners’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	$1.33M	Hold	26,239	–	–	0.03%	442
2026 Q1	$1.32M	Hold	26,239	–	–	0.03%	394
2025 Q4	$1.32M	Buy	26,239 +500	+2%	+$25.3K	0.03%	394
2025 Q3	$1.3M	Buy	+25,739	New	+$1.3M	0.03%	381

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

Cary Street Partners's CALI Position: Q2 2026 in Review

Cary Street Partners held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 26,239 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #442.

Cary Street Partners first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Cary Street Partners held 26,239 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.33M as of Q2 2026.
Cary Street Partners 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 0.03% of Cary Street Partners's portfolio in Q2 2026, its #442 holding.
Cary Street Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 4 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.