GC Wealth Management RIA’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

GC Wealth Management RIA’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	$299K	Buy	5,923 +1,134	+24%	+$57.2K	0.02%	414
2026 Q1	$242K	Buy	4,789 +485	+11%	+$24.5K	0.01%	465
2025 Q4	$217K	Hold	4,304	–	–	0.01%	503
2025 Q3	$218K	Buy	+4,304	New	+$217K	0.01%	797

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

GC Wealth Management RIA's CALI Position: Q2 2026 in Review

GC Wealth Management RIA increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 24% in Q2 2026, buying an estimated $57.2K and bringing the position to 5,923 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #414.

GC Wealth Management RIA first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

GC Wealth Management RIA held 5,923 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $299K as of Q2 2026.
GC Wealth Management RIA bought 1,134 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $57.2K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #414 holding.
GC Wealth Management RIA first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 4 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 GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.