CVM
CALI

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

Cheviot Value 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
2026
Q2 		$88.4K Hold
1,750
– – 0.01% 178
2026
Q1 		$88.3K Hold
1,750
– – 0.01% 170
2025
Q4 		$88.6K Hold
1,750
– – 0.01% 177
2025
Q3 		$88.6K Hold
1,750
– – 0.01% 180
2025
Q2 		$88.4K Buy
+1,750
New +$87.9K 0.01% 167

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

Cheviot Value Management's CALI Position: Q2 2026 in Review

Cheviot Value Management held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 1,750 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #178.

Cheviot Value Management first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $88.6K in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Cheviot Value Management held 1,750 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $88.4K as of Q2 2026.
  • Cheviot Value Management 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 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #178 holding.
  • Cheviot Value Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $88.6K in Q4 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 Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.