ICP
CALI

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

Impact Capital 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
Q2 		– Sell
-5,948
Closed -$300K – 275
2025
Q1 		$300K Buy
+5,948
New +$299K 0.11% 201

Other funds holding CALI

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Impact Capital Partners's CALI Position: Q2 2025 in Review

Impact Capital Partners sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2025, closing a stake of 5,948 shares — an estimated $300K sold.

Impact Capital Partners first reported a position in CALI in Q1 2025 and held it in 1 quarter. The position peaked at $300K in Q1 2025. 48 funds tracked by Wall St. Rank hold CALI as of Q2 2025.

  • Impact Capital Partners reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Impact Capital Partners sold 5,948 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2025, an estimated $300K.
  • Impact Capital Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and held it in 1 quarter.
  • Impact Capital Partners's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $300K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2025.

Based on Impact Capital Partners's 13F filing for Q2 2025, filed 18 Jul 2025.