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 Q3	$1.99M	Sell	40,042 -2,968	-7%	-$149K	0.29%	60
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

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

Financial Management Network's CALI Position: Q3 2026 in Review

Financial Management Network reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 6.9% in Q3 2026, selling an estimated $149K and leaving 40,042 shares worth $1.99M. The position accounts for 0.29% of the portfolio, ranked #60.

Financial Management Network first reported a position in CALI in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q4 2025. 21 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Financial Management Network held 40,042 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.99M as of Q3 2026.
Financial Management Network sold 2,968 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $149K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.29% of Financial Management Network's portfolio in Q3 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 9 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.
21 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.