IAA
CALI

Independent Advisor Alliance’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-14,200
Closed -$716K – 1669
2026
Q1 		$716K Buy
+14,200
New +$718K 0.01% 984

Other funds holding CALI

LPL Financial
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
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
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
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

Independent Advisor Alliance's CALI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026, closing a stake of 14,200 shares — an estimated $716K sold.

Independent Advisor Alliance first reported a position in CALI in Q1 2026 and held it in 1 quarter. The position peaked at $716K in Q1 2026. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,200 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $716K.
  • Independent Advisor Alliance first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $716K in Q1 2026.
  • 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.