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

FLC Capital 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 Q2	$1.21M	Buy	23,991 +6,079	+34%	+$307K	0.2%	76
2026 Q1	$903K	Buy	17,912 +8,544	+91%	+$432K	0.16%	82
2025 Q4	$473K	Buy	9,368 +5,103	+120%	+$258K	0.09%	124
2025 Q3	$216K	Hold	4,265	–	–	0.04%	196
2025 Q2	$215K	Hold	4,265	–	–	0.04%	188
2025 Q1	$215K	Buy	+4,265	New	+$215K	0.05%	171

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

FLC Capital Advisors's CALI Position: Q2 2026 in Review

FLC Capital Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 34% in Q2 2026, buying an estimated $307K and bringing the position to 23,991 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #76.

FLC Capital Advisors first reported a position in CALI in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

FLC Capital Advisors held 23,991 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.21M as of Q2 2026.
FLC Capital Advisors bought 6,079 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $307K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.2% of FLC Capital Advisors's portfolio in Q2 2026, its #76 holding.
FLC Capital Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
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 FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.