Commonwealth Equity Services’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Commonwealth Equity Services’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	$431K	Buy	8,519 +1,503	+21%	+$75.8K	﹤0.01%	3437
2026 Q1	$354K	Buy	7,016 +1,002	+17%	+$50.7K	﹤0.01%	3527
2025 Q4	$303K	Buy	6,014 +5	+0.1%	+$253	﹤0.01%	3646
2025 Q3	$305K	Sell	6,009 -879	-13%	-$44.4K	﹤0.01%	3630
2025 Q2	$348K	Buy	6,888 +1,009	+17%	+$50.7K	﹤0.01%	3462
2025 Q1	$296K	Buy	+5,879	New	+$296K	﹤0.01%	3514

Other funds holding CALI

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 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

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

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

Commonwealth Equity Services's CALI Position: Q2 2026 in Review

Commonwealth Equity Services increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 21% in Q2 2026, buying an estimated $75.8K and bringing the position to 8,519 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Commonwealth Equity Services first reported a position in CALI in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Commonwealth Equity Services held 8,519 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $431K as of Q2 2026.
Commonwealth Equity Services bought 1,503 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $75.8K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3437 holding.
Commonwealth Equity Services first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.