Ehrlich Financial Group
CALI icon

Ehrlich Financial Group’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Ehrlich Financial Group’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 		$267K Sell
5,356
-993
-16% -$49.9K 0.14% 102
2026
Q2 		$321K Sell
6,349
-558
-8% -$28.1K 0.17% 92
2026
Q1 		$348K Hold
6,907
– – 0.2% 87
2025
Q4 		$349K Buy
6,907
+972
+16% +$49.1K 0.2% 84
2025
Q3 		$301K Hold
5,935
– – 0.18% 87
2025
Q2 		$299K Hold
5,935
– – 0.19% 82
2025
Q1 		$299K Hold
5,935
– – 0.22% 84
2024
Q4 		$298K Hold
5,935
– – 0.21% 85
2024
Q3 		$300K Buy
+5,935
New +$299K 0.21% 75

Other funds holding CALI

Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Ehrlich Financial Group's CALI Position: Q3 2026 in Review

Ehrlich Financial Group reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 16% in Q3 2026, selling an estimated $49.9K and leaving 5,356 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #102.

Ehrlich Financial Group first reported a position in CALI in Q3 2024 and has held it in 9 quarters since. The position peaked at $349K in Q4 2025. 44 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

  • Ehrlich Financial Group held 5,356 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $267K as of Q3 2026.
  • Ehrlich Financial Group sold 993 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $49.9K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.14% of Ehrlich Financial Group's portfolio in Q3 2026, its #102 holding.
  • Ehrlich Financial Group first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 9 quarters since.
  • Ehrlich Financial Group's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $349K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.