Global Retirement Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Global Retirement 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 Q2	$14M	Buy	+276,204	New	+$13.9M	0.21%	90
2025 Q4	$2.53M	Buy	50,089 +27,250	+119%	+$1.38M	0.04%	365
2025 Q3	$1.16M	Hold	22,839	–	–	0.03%	505
2025 Q2	$1.15M	Buy	+22,839	New	+$1.15M	0.03%	472

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Retirement Partners's CALI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026: 276,204 shares worth $14M. The stake represents 0.21% of the portfolio and ranks #90 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CALI as recently as Q4 2025.

Global Retirement Partners first reported a position in CALI in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Global Retirement Partners held 276,204 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $14M as of Q2 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Global Retirement Partners position in Q2 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.21% of Global Retirement Partners's portfolio in Q2 2026, its #90 holding.
Global Retirement Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.