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

Financial Management Network’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	$2.17M	Buy	43,010 +12,247	+40%	+$618K	0.31%	60
2026 Q1	$1.55M	Sell	30,763 -17,322	-36%	-$876K	0.24%	67
2025 Q4	$2.43M	Buy	48,085 +9,036	+23%	+$457K	0.38%	52
2025 Q3	$1.97M	Buy	39,049 +10,111	+35%	+$511K	0.33%	58
2025 Q2	$1.46M	Sell	28,938 -3,928	-12%	-$197K	0.26%	64
2025 Q1	$1.65M	Buy	32,866 +7,706	+31%	+$388K	0.37%	56
2024 Q4	$1.26M	Buy	25,160 +20,882	+488%	+$1.05M	0.26%	62
2024 Q3	$215K	Buy	+4,278	New	+$215K	0.05%	156

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

Financial Management Network's CALI Position: Q2 2026 in Review

Financial Management Network increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 40% in Q2 2026, buying an estimated $618K and bringing the position to 43,010 shares worth $2.17M. The position accounts for 0.31% of the portfolio, ranked #60.

Financial Management Network first reported a position in CALI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Financial Management Network held 43,010 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $2.17M as of Q2 2026.
Financial Management Network bought 12,247 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $618K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.31% of Financial Management Network's portfolio in Q2 2026, its #60 holding.
Financial Management Network first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
Financial Management Network's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $2.43M in Q4 2025.
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 Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.