Ignite Planners
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Ignite Planners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Ignite Planners’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 		$262K Buy
+5,250
New +$264K 0.03% 382

Other funds holding CALI

Elmwood Wealth Management
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
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
TriaGen Wealth Management
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
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Ignite Planners's CALI Position: Q3 2026 in Review

Ignite Planners opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026: 5,250 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings.

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

  • Ignite Planners held 5,250 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $262K as of Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Ignite Planners position in Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.03% of Ignite Planners's portfolio in Q3 2026, its #382 holding.
  • 44 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.