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

Elmwood 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	$11.6M	Buy	229,610 +17,681	+8%	+$892K	2.9%	1
2026 Q1	$10.7M	Buy	211,929 +47,671	+29%	+$2.41M	2.96%	2
2025 Q4	$8.29M	Buy	164,258 +10,618	+7%	+$537K	2.62%	4
2025 Q3	$7.78M	Buy	153,640 +9,658	+7%	+$488K	2.76%	3
2025 Q2	$7.26M	Buy	143,982 +5,077	+4%	+$255K	2.88%	3
2025 Q1	$7M	Buy	138,905 +14,088	+11%	+$709K	2.87%	4
2024 Q4	$6.26M	Buy	124,817 +7,464	+6%	+$376K	2.53%	6
2024 Q3	$5.93M	Sell	117,353 -803	-0.7%	-$40.4K	2.44%	6
2024 Q2	$5.93M	Buy	118,156 +77,230	+189%	+$3.87M	2.64%	7
2024 Q1	$2.06M	Buy	40,926 +32,175	+368%	+$1.62M	0.88%	39
2023 Q4	$440K	Buy	+8,751	New	+$438K	0.31%	77

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Elmwood Wealth Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 8.3% in Q2 2026, buying an estimated $892K and bringing the position to 229,610 shares worth $11.6M. The position accounts for 2.9% of the portfolio, ranked #1.

Elmwood Wealth Management first reported a position in CALI in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Elmwood Wealth Management held 229,610 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $11.6M as of Q2 2026.
Elmwood Wealth Management bought 17,681 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $892K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 2.9% of Elmwood Wealth Management's portfolio in Q2 2026, its #1 holding.
Elmwood Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2023 and has held it in 11 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.