CA
CALI

Chatterton & Associates’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Chatterton & Associates’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 		$402K Buy
7,973
+1,303
+20% +$65.7K 0.24% 63
2026
Q1 		$336K Buy
6,670
+2,439
+58% +$123K 0.24% 67
2025
Q4 		$213K Buy
+4,231
New +$214K 0.18% 82

Other funds holding CALI

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Chatterton & Associates's CALI Position: Q2 2026 in Review

Chatterton & Associates increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 20% in Q2 2026, buying an estimated $65.7K and bringing the position to 7,973 shares worth $402K. The position accounts for 0.24% of the portfolio, ranked #63.

Chatterton & Associates first reported a position in CALI in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Chatterton & Associates held 7,973 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $402K as of Q2 2026.
  • Chatterton & Associates bought 1,303 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $65.7K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.24% of Chatterton & Associates's portfolio in Q2 2026, its #63 holding.
  • Chatterton & Associates first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.