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 Q3	$357K	Sell	7,162 -1,193	-14%	-$60K	0.14%	29
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

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Client First Capital's CALI Position: Q3 2026 in Review

Client First Capital reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 14% in Q3 2026, selling an estimated $60K and leaving 7,162 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #29.

Client First Capital first reported a position in CALI in Q2 2025 and has held it in 6 quarters since. The position peaked at $772K in Q3 2025. 55 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Client First Capital held 7,162 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $357K as of Q3 2026.
Client First Capital sold 1,193 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $60K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.14% of Client First Capital's portfolio in Q3 2026, its #29 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 6 quarters since.
Client First Capital's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $772K in Q3 2025.
55 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.