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 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 $377B AUM 19.32% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return