DWM
CALI

DeLarme Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

DeLarme Wealth Management’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 		$4.87M Buy
96,404
+7,239
+8% +$365K 2.82% 11
2026
Q1 		$4.5M Buy
89,165
+19,211
+27% +$972K 2.9% 11
2025
Q4 		$3.53M Buy
+69,954
New +$3.53M 2.51% 13

Other funds holding CALI

LPL Financial
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
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
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DeLarme Wealth Management's CALI Position: Q2 2026 in Review

DeLarme Wealth Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 8.1% in Q2 2026, buying an estimated $365K and bringing the position to 96,404 shares worth $4.87M. The position accounts for 2.82% of the portfolio, ranked #11.

DeLarme Wealth Management first reported a position in CALI in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • DeLarme Wealth Management held 96,404 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $4.87M as of Q2 2026.
  • DeLarme Wealth Management bought 7,239 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $365K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 2.82% of DeLarme Wealth Management's portfolio in Q2 2026, its #11 holding.
  • DeLarme Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and has held it in 3 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 DeLarme Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.