Fort Point Capital Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Fort Point Capital Partners’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	–	Sell	-20,881	Closed	-$1.06M	–	244
2025 Q4	$1.06M	Hold	20,881	–	–	0.12%	100
2025 Q3	$1.06M	Hold	20,881	–	–	0.12%	103
2025 Q2	$1.05M	Sell	20,881 -30,084	-59%	-$1.51M	0.08%	143
2025 Q1	$2.57M	Buy	+50,965	New	+$2.56M	0.28%	70

Other funds holding CALI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DWM

DeLarme Wealth Management Palos Verdes Estates, California $172M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Fort Point Capital Partners's CALI Position: Q1 2026 in Review

Fort Point Capital Partners sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026, closing a stake of 20,881 shares — an estimated $1.06M sold.

Fort Point Capital Partners first reported a position in CALI in Q1 2025 and held it in 4 quarters. The position peaked at $2.57M in Q1 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Fort Point Capital Partners reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2026 after selling out during the quarter.
Fort Point Capital Partners sold 20,881 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $1.06M.
Fort Point Capital Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and held it in 4 quarters.
Fort Point Capital Partners's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $2.57M in Q1 2025.
91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.