Citizens Financial Group’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Citizens Financial Group’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 Q1	$2.57M	Sell	50,964 -19,585	-28%	-$991K	0.04%	252
2025 Q4	$3.56M	Buy	70,549 +502	+0.7%	+$25.4K	0.05%	215
2025 Q3	$3.55M	Sell	70,047 -1,752	-2%	-$88.5K	0.05%	212
2025 Q2	$3.62M	Buy	71,799 +359	+0.5%	+$18K	0.06%	195
2025 Q1	$3.6M	Sell	71,440 -481	-0.7%	-$24.2K	0.07%	173
2024 Q4	$3.61M	Buy	71,921 +589	+0.8%	+$29.6K	0.07%	174
2024 Q3	$3.6M	Buy	71,332 +1,169	+2%	+$58.9K	0.07%	169
2024 Q2	$3.52M	Buy	70,163 +432	+0.6%	+$21.7K	0.08%	159
2024 Q1	$3.5M	Buy	69,731 +1,698	+2%	+$85.4K	0.12%	122
2023 Q4	$3.42M	Buy	+68,033	New	+$3.4M	0.12%	132

Other funds holding CALI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return