GRP
CALI

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $155M AUM
NL
NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return