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Farther Finance Advisors’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Farther Finance Advisors’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 		$386K Buy
7,754
+875
+13% +$44K ﹤0.01% 1801
2026
Q2 		$348K Buy
6,879
+69
+1% +$3.48K ﹤0.01% 1833
2026
Q1 		$343K Buy
6,810
+2,474
+57% +$125K ﹤0.01% 1653
2025
Q4 		$219K Sell
4,336
-547
-11% -$27.6K ﹤0.01% 1857
2025
Q3 		$247K Buy
4,883
+92
+2% +$4.65K ﹤0.01% 1492
2025
Q2 		$242K Buy
+4,791
New +$241K ﹤0.01% 1302

Other funds holding CALI

FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors's CALI Position: Q3 2026 in Review

Farther Finance Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 13% in Q3 2026, buying an estimated $44K and bringing the position to 7,754 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Farther Finance Advisors first reported a position in CALI in Q2 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

  • Farther Finance Advisors held 7,754 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $386K as of Q3 2026.
  • Farther Finance Advisors bought 875 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $44K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1801 holding.
  • Farther Finance Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 6 quarters since.
  • 5 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.