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Fortitude Family Office’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Fortitude Family Office’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 		$2.09M Buy
+41,952
New +$2.11M 0.36% 44

Other funds holding CALI

EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Independent Financial Group
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

Fortitude Family Office's CALI Position: Q3 2026 in Review

Fortitude Family Office opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026: 41,952 shares worth $2.09M. The stake represents 0.36% of the portfolio and ranks #44 among its holdings.

21 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

  • Fortitude Family Office held 41,952 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $2.09M as of Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Fortitude Family Office position in Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.36% of Fortitude Family Office's portfolio in Q3 2026, its #44 holding.
  • 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 Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.