Creative Planning’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Creative Planning’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	$385K	Sell	7,624 -1,704	-18%	-$85.9K	﹤0.01%	3390
2026 Q1	$470K	Buy	+9,328	New	+$472K	﹤0.01%	3076

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

Creative Planning's CALI Position: Q2 2026 in Review

Creative Planning reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 18% in Q2 2026, selling an estimated $85.9K and leaving 7,624 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #3390.

Creative Planning first reported a position in CALI in Q1 2026 and has held it in 2 quarters since. The position peaked at $470K in Q1 2026. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Creative Planning held 7,624 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $385K as of Q2 2026.
Creative Planning sold 1,704 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $85.9K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3390 holding.
Creative Planning first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
Creative Planning's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $470K in Q1 2026.
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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.