Client First Capital’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Client First Capital’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	$422K	Buy	8,355 +78	+0.9%	+$3.93K	0.17%	23
2026 Q1	$417K	Sell	8,277 -6,697	-45%	-$339K	0.18%	23
2025 Q4	$756K	Sell	14,974 -261	-2%	-$13.2K	0.32%	20
2025 Q3	$772K	Sell	15,235 -38	-0.2%	-$1.92K	0.34%	17
2025 Q2	$771K	Buy	+15,273	New	+$767K	0.36%	15

Other funds holding CALI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Client First Capital's CALI Position: Q2 2026 in Review

Client First Capital increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 0.94% in Q2 2026, buying an estimated $3.93K and bringing the position to 8,355 shares worth $422K. The position accounts for 0.17% of the portfolio, ranked #23.

Client First Capital first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $772K in Q3 2025. 44 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Client First Capital held 8,355 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $422K as of Q2 2026.
Client First Capital bought 78 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $3.93K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.17% of Client First Capital's portfolio in Q2 2026, its #23 holding.
Client First Capital 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.
Client First Capital's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $772K in Q3 2025.
44 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.