Elmwood Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Buy |
143,982
+5,077
| +4% | +$256K | 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% | +$374K | 2.53% | 6 |
|
|
2024
Q3 | $5.93M | Sell |
117,353
-803
| -0.7% | -$40.6K | 2.44% | 6 |
|
|
2024
Q2 | $5.93M | Buy |
118,156
+77,230
| +189% | +$3.88M | 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 | +$440K | 0.31% | 77 |
|